Filed July 9, 2007 (most recent of 2 filings on file)
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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $96,654 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $5,951 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,379 | $46,745+510.5% | $60,547+371.3% | $52,331+445.3% |
| Participation rate | 34.8% | 58.6%-23.8pp | 68.0%-33.2pp | 68.1%-33.3pp |
| Annual return | 1.66% | 0.61%+1.1pp | 335.64%-334.0pp | 4.54%-2.9pp |
| Employer contribution / active EE | $4,231 | $1,259+236.1% | $2,419+74.9% | $1,882+124.8% |
| Participant deferral / active EE | $5,129 | $2,145+139.1% | $3,328+54.1% | $3,022+69.7% |
| Admin fee / account holder | $760 | $537+41.6% | $4,536-83.2% | $592+28.5% |