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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,797 |
THE PFE GROUP2 years Service code 27 · EIN 71-1036677 | Advisory (Plan) | $26,743 |
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 | $44,807 | $46,173-3.0% | $170,442-73.7% | $69,631-35.7% |
| Participation rate | 99.6% | 63.9%+35.7pp | 83.6%+16.0pp | 70.7%+28.9pp |
| Annual return | 20.03% | 21.62%-1.6pp | 205.93%-185.9pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,937 | $1,610+20.4% | $5,433-64.3% | $2,032-4.7% |
| Participant deferral / active EE | $5,232 | $2,080+151.5% | $4,939+5.9% | $3,224+62.3% |
| Admin fee / account holder | $190 | $116+64.2% | $13,880-98.6% | $110+72.4% |