Filed January 6, 2006
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 7-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 | $8,357 |
RSM US LLP1 year Service code 27 · EIN 42-0714325 | Advisory (Plan) | $7,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,485 | $65,376-71.7% | $87,100-78.8% | $65,185-71.6% |
| Participation rate | 65.9% | 75.3%-9.4pp | 76.9%-10.9pp | 70.2%-4.3pp |
| Annual return | 21.88% | 31.27%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,811 | $1,822-0.6% | $2,521-28.2% | $2,177-16.8% |
| Participant deferral / active EE | $862 | $3,388-74.6% | $4,049-78.7% | $3,514-75.5% |
| Admin fee / account holder | $165 | $520-68.3% | $7,497-97.8% | $847-80.5% |