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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,044 |
RSM US LLP2 years Service code 27 · EIN 42-0714325 | Advisory (Plan) | $6,562 |
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 | $24,786 | $73,638-66.3% | $95,952-74.2% | $73,488-66.3% |
| Participation rate | 52.6% | 76.2%-23.6pp | 77.1%-24.5pp | 70.7%-18.1pp |
| Annual return | 14.65% | 16.78%-2.1pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,713 | $1,863-8.1% | $2,541-32.6% | $2,270-24.5% |
| Participant deferral / active EE | $754 | $3,617-79.2% | $4,167-81.9% | $3,740-79.8% |
| Admin fee / account holder | $190 | $482-60.5% | $6,795-97.2% | $513-62.9% |