Filed October 18, 2004
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 | $398,228 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $55,157 |
HAYS FINANCIAL GROUP1 year Filed as: HAYS COMPANIES Service code 16 · EIN 41-1784898 | Consulting | $19,125 |
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 | $75,668 | $78,852-4.0% | $76,768-1.4% | $75,289+0.5% |
| Participation rate | 94.0% | 85.0%+9.0pp | 77.0%+17.0pp | 72.4%+21.5pp |
| Annual return | -4.01% | -1.29%-2.7pp | 2.43%-6.4pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,900 | $2,794-32.0% | $2,485-23.6% | $2,405-21.0% |
| Participant deferral / active EE | $4,267 | $4,800-11.1% | $3,852+10.8% | $3,739+14.1% |
| Admin fee / account holder | $83 | $79+4.7% | $6,675-98.8% | $102-19.2% |