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 ENGINES3 years Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $33,847 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,769 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $1,929 |
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 | $405,701 | $52,293+675.8% | $178,490+127.3% | $73,409+452.7% |
| Participation rate | 98.7% | 65.3%+33.4pp | 81.9%+16.8pp | 72.2%+26.5pp |
| Annual return | 101.91% | 34.75%+67.2pp | 151.07%-49.2pp | 59.29%+42.6pp |
| Employer contribution / active EE | $15,715 | $1,735+805.6% | $5,011+213.6% | $2,234+603.6% |
| Participant deferral / active EE | $10,554 | $2,332+352.6% | $5,202+102.9% | $3,805+177.4% |
| Admin fee / account holder | $67 | $127-47.0% | $13,984-99.5% | $158-57.3% |