Filed January 31, 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 8-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.1+ years Service code 72 · EIN 94-1347393 | Other investment fees and expenses | $4,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,005 | $63,924+89.3% | $108,579+11.4% | $55,167+119.3% |
| Participation rate | 54.4% | 74.3%-19.9pp | 79.6%-25.2pp | 69.0%-14.6pp |
| Annual return | -1.43% | 15.31%-16.7pp | -51.70%+50.3pp | 169.23%-170.7pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,378 | $3,067+42.8% | $4,311+1.6% | $3,054+43.3% |
| Admin fee / account holder | $449 | $618-27.3% | $7,645-94.1% | $504-10.8% |