Filed October 18, 2004
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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $7,344 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,922 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $212 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $327,993 | $37,196+781.8% | $154,107+112.8% | $55,725+488.6% |
| Participation rate | 75.2% | 64.1%+11.2pp | 83.0%-7.8pp | 70.9%+4.4pp |
| Annual return | -4.97% | 1319.68%-1324.6pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $11,504 | $1,614+612.7% | $5,298+117.1% | $2,078+453.5% |
| Participant deferral / active EE | $7,497 | $2,068+262.5% | $5,081+47.6% | $3,356+123.4% |
| Admin fee / account holder | $38 | $102-62.8% | $13,411-99.7% | $115-67.1% |