Filed January 6, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Sales loads... | $67,188 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 MAYFLOWER ADVISORS LLC S. DIMITIOU · BOSTON, MA 02110 | Advisory (Plan) | $18,563 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. Service code 10 · EIN 16-1131146 | Accounting | $6,256 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $143,089 | $95,542+49.8% | $69,455+106.0% | $67,579+111.7% |
| Participation rate | 72.5% | 79.4%-6.8pp | 74.6%-2.1pp | 71.3%+1.3pp |
| Annual return | 16.95% | 17.67%-0.7pp | 28.97%-12.0pp | 378.56%-361.6pp |
| Employer contribution / active EE | $4,716 | $2,989+57.8% | $2,779+69.7% | $2,148+119.6% |
| Participant deferral / active EE | $4,792 | $3,263+46.9% | $3,535+35.5% | $3,539+35.4% |
| Admin fee / account holder | $75 | $90-16.5% | $3,839-98.0% | $142-47.3% |