Filed June 15, 2004
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 |
|---|---|---|
ARGENT TRUST COMPANY7+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $222,104 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $162,457 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,954 |
MANAGEMENT PLANNING, INC.6+ years Service code 15 · EIN 21-0646362 | Recordkeeping | $32,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,733 | $122,114-40.4% | $96,139-24.3% | $101,517-28.4% |
| Participation rate | 53.7% | 40.2%+13.6pp | 68.4%-14.7pp | 74.6%-20.8pp |
| Annual return | 17.88% | 22.60%-4.7pp | 191.94%-174.1pp | 21.00%-3.1pp |
| Employer contribution / active EE | $1,166 | $938+24.3% | $2,797-58.3% | $2,973-60.8% |
| Participant deferral / active EE | $2,065 | $2,166-4.6% | $4,349-52.5% | $4,873-57.6% |
| Admin fee / account holder | $105 | $1,652-93.7% | $5,537-98.1% | $139-25.1% |