Filed January 12, 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 8-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 Service code 28 · EIN 48-1305000 | Investment Management | $31,937 |
BENEFIT CONSULTANTS GROUP7+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $2,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,067 | $61,052+16.4% | $142,863-50.3% | $79,386-10.5% |
| Participation rate | 25.2% | 60.1%-34.9pp | 71.9%-46.7pp | 70.7%-45.5pp |
| Annual return | 14.75% | 16.02%-1.3pp | 5637.54%-5622.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,436 | $2,879-50.1% | $3,837-62.6% | $4,046-64.5% |
| Admin fee / account holder | $360 | $659-45.4% | $6,560-94.5% | $626-42.5% |