Filed November 19, 2005
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 | $42,314 |
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA INSURANCE & FINANCIAL SERVICES Service code 27 · EIN 52-1569934 | Advisory (Plan) | $5,750 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,264 | $37,117-18.5% | $147,614-79.5% | $55,191-45.2% |
| Participation rate | 98.6% | 63.6%+35.0pp | 84.6%+13.9pp | 69.2%+29.4pp |
| Annual return | 0.81% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,658 | $1,620+2.3% | $5,564-70.2% | $1,899-12.7% |
| Participant deferral / active EE | $4,267 | $1,985+114.9% | $4,895-12.8% | $3,046+40.1% |
| Admin fee / account holder | $120 | $86+39.8% | $11,611-99.0% | $91+31.8% |