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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 21 608 2ND AVENUE SOUTH, 8TH FLOOR · MINNEAPOLIS, MN 55479 | Bank Trustee | $16,470 |
SCHLENNER WENNER & CO.2+ years Filed as: SCHLENNER WENNER & CO Service code 10 · EIN 41-1656121 | Accounting | $12,825 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $10,000 |
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 | $415,888 | $71,192+484.2% | $117,854+252.9% | $62,292+567.6% |
| Participation rate | 95.9% | 74.2%+21.7pp | 79.7%+16.2pp | 69.5%+26.4pp |
| Annual return | 7.24% | 18.66%-11.4pp | 335.08%-327.8pp | 28.90%-21.7pp |
| Employer contribution / active EE | $6,849 | $1,934+254.2% | $3,786+80.9% | $2,042+235.4% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $239 | $587-59.4% | $8,020-97.0% | $479-50.2% |