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 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 |
|---|---|---|
VERISIGHT, INC.1+ years Filed as: VERISIGHT INC Service code 15 · EIN 45-2164254 | Recordkeeping | $24,570 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 21 608 2ND AVENUE SOUTH, 8TH FLOOR · MINNEAPOLIS, MN 55479 | Bank Trustee | $17,415 |
SCHLENNER WENNER & CO.1+ years Filed as: SCHLENNER WENNER & CO Service code 10 · EIN 41-1656121 | Accounting | $12,325 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,075 | $63,924+699.5% | $108,579+370.7% | $55,167+826.4% |
| Participation rate | 99.1% | 74.3%+24.7pp | 79.6%+19.5pp | 69.0%+30.1pp |
| Annual return | 5.12% | 15.31%-10.2pp | -51.70%+56.8pp | 169.23%-164.1pp |
| Employer contribution / active EE | $8,845 | $1,879+370.7% | $3,758+135.4% | $1,963+350.7% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $412 | $618-33.3% | $7,645-94.6% | $504-18.2% |