Filed January 3, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $44,108 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC. Service code 27 · EIN 16-1470238 | Advisory (Plan) | $16,338 |
Filed as: MASS MUTUAL Service code 27 · EIN 04-1590850 | Advisory (Plan) | $846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,446 | $176,812+17.9% | $146,665+42.1% | $167,490+24.5% |
| Participation rate | 65.0% | 83.6%-18.6pp | 80.1%-15.1pp | 82.1%-17.1pp |
| Annual return | 9.00% | 24.03%-15.0pp | 22.74%-13.7pp | 478.56%-469.6pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,268 | $6,440-64.8% | $5,506-58.8% | $6,341-64.2% |
| Admin fee / account holder | $212 | $13,259-98.4% | $10,280-97.9% | $12,309-98.3% |