Filed January 31, 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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $45,331 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $811 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $187,477 | $59,186+216.8% | $76,768+144.2% | $56,287+233.1% |
| Participation rate | 93.1% | 75.2%+17.9pp | 77.0%+16.2pp | 69.9%+23.3pp |
| Annual return | -3.72% | 6.62%-10.3pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,205 | $1,759+25.4% | $2,485-11.3% | $2,111+4.5% |
| Participant deferral / active EE | $9,445 | $3,255+190.2% | $3,852+145.2% | $3,350+182.0% |
| Admin fee / account holder | $304 | $489-37.9% | $6,675-95.5% | $521-41.7% |