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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,282 |
THE PFE GROUP1 year Service code 27 · EIN 71-1036677 | Advisory (Plan) | $23,690 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $16,490 |
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 | $38,588 | $36,916+4.5% | $156,549-75.4% | $57,658-33.1% |
| Participation rate | 97.0% | 63.4%+33.6pp | 84.0%+13.0pp | 70.2%+26.8pp |
| Annual return | 7.35% | 12.38%-5.0pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,912 | $1,571+21.7% | $5,501-65.2% | $1,974-3.1% |
| Participant deferral / active EE | $4,756 | $1,926+147.0% | $4,871-2.4% | $3,061+55.4% |
| Admin fee / account holder | $249 | $82+201.4% | $13,027-98.1% | $95+163.0% |