Filed February 8, 2006
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.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $63,667 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $15,885 |
Filed as: PLAN SERVICES & SUPPORT SYSTEMS Service code 16 700 N. MCKEAN STREET · BUTLER, PA 16001 | Consulting | $10,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,719 | $59,186+107.3% | $76,768+59.9% | $56,287+118.0% |
| Participation rate | 83.9% | 75.2%+8.7pp | 77.0%+6.9pp | 69.9%+14.0pp |
| Annual return | -5.31% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,343 | $1,759+33.2% | $2,485-5.7% | $2,111+11.0% |
| Participant deferral / active EE | $4,365 | $3,255+34.1% | $3,852+13.3% | $3,350+30.3% |
| Admin fee / account holder | $465 | $489-4.9% | $6,675-93.0% | $521-10.7% |