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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,760 |
THE PFE GROUP3 years Service code 27 · EIN 71-1036677 | Advisory (Plan) | $18,634 |
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 | $36,541 | $37,196-1.8% | $154,107-76.3% | $55,725-34.4% |
| Participation rate | 98.3% | 64.1%+34.2pp | 83.0%+15.2pp | 70.9%+27.4pp |
| Annual return | -6.03% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,684 | $1,614+4.4% | $5,298-68.2% | $2,078-18.9% |
| Participant deferral / active EE | $5,645 | $2,068+172.9% | $5,081+11.1% | $3,356+68.2% |
| Admin fee / account holder | $153 | $102+50.7% | $13,411-98.9% | $115+32.9% |