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.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $64,069 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,310 |
Filed as: PLAN SERVICES & SUPPORT SYSTEMS Service code 16 700 N. MCKEAN STREET · BUTLER, PA 16001 | Consulting | $9,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,439 | $65,376+122.5% | $87,100+67.0% | $65,185+123.1% |
| Participation rate | 85.4% | 75.3%+10.0pp | 76.9%+8.5pp | 70.2%+15.2pp |
| Annual return | 21.33% | 31.27%-9.9pp | 28.19%-6.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,391 | $1,822+31.2% | $2,521-5.2% | $2,177+9.8% |
| Participant deferral / active EE | $4,306 | $3,388+27.1% | $4,049+6.4% | $3,514+22.5% |
| Admin fee / account holder | $456 | $520-12.2% | $7,497-93.9% | $847-46.1% |