Filed November 10, 2004 (most recent of 2 filings on file)
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 10-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.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $828,144 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $717,266 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $372,030 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $128,453 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $38,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,996 | $80,506+10.5% | $136,294-34.7% | $80,976+9.9% |
| Participation rate | 29.4% | 61.9%-32.5pp | 81.9%-52.5pp | 68.3%-38.9pp |
| Annual return | 18.88% | 27.70%-8.8pp | 5155.94%-5137.1pp | 22.91%-4.0pp |
| Employer contribution / active EE | $2,102 | $1,943+8.2% | $4,695-55.2% | $2,402-12.5% |
| Participant deferral / active EE | $6,236 | $4,601+35.5% | $6,247-0.2% | $3,848+62.1% |
| Admin fee / account holder | $92 | $72+28.1% | $9,243-99.0% | $67+36.4% |