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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $325,828 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $55,397 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,598 | $105,247-15.8% | $87,100+1.7% | $77,787+13.9% |
| Participation rate | 91.6% | 85.8%+5.8pp | 76.9%+14.7pp | 73.2%+18.3pp |
| Annual return | 16.71% | 24.52%-7.8pp | 28.19%-11.5pp | 32.57%-15.9pp |
| Employer contribution / active EE | $2,006 | $2,895-30.7% | $2,521-20.4% | $2,504-19.9% |
| Participant deferral / active EE | $4,769 | $5,060-5.7% | $4,049+17.8% | $3,967+20.2% |
| Admin fee / account holder | $78 | $104-25.2% | $7,497-99.0% | $100-21.9% |