Filed June 15, 2007
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 | $196,255 |
ELLWOOD ASSOCIATES4+ years Service code 16 · EIN 36-3121777 | Consulting | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,685 | $45,382-12.6% | $154,107-74.2% | $75,289-47.3% |
| Participation rate | 57.6% | 65.9%-8.3pp | 83.0%-25.4pp | 72.4%-14.8pp |
| Annual return | -5.16% | -0.47%-4.7pp | 735.12%-740.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,373 | $1,533-10.4% | $5,298-74.1% | $2,405-42.9% |
| Participant deferral / active EE | $2,385 | $2,3840% | $5,081-53.1% | $3,739-36.2% |
| Admin fee / account holder | $84 | $89-5.5% | $13,411-99.4% | $102-17.5% |