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 | Claims processing; Direct payment fro... | $85,449 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 MAYFLOWER ADVISORS LLC S. DIMITIOU · BOSTON, MA 02110 | Advisory (Plan) | $18,563 |
Service code 27 · EIN 84-1305000 | Advisory (Plan) | $6,188 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $157,976 | $84,948+86.0% | $70,449+124.2% | $73,409+115.2% |
| Participation rate | 83.7% | 79.9%+3.8pp | 75.1%+8.7pp | 72.2%+11.5pp |
| Annual return | 12.38% | 13.39%-1.0pp | 109.03%-96.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $4,057 | $2,834+43.2% | $2,737+48.2% | $2,234+81.6% |
| Participant deferral / active EE | $5,378 | $3,387+58.8% | $3,709+45.0% | $3,805+41.3% |
| Admin fee / account holder | $78 | $98-20.9% | $3,845-98.0% | $158-50.9% |