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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 commissions and ... | $1,929 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,701 | $52,303+675.7% | $178,510+127.3% | $73,415+452.6% |
| Participation rate | 98.7% | 65.3%+33.4pp | 81.9%+16.8pp | 72.2%+26.5pp |
| Annual return | 101.91% | 34.76%+67.1pp | 151.13%-49.2pp | 59.30%+42.6pp |
| Employer contribution / active EE | $15,715 | $1,737+804.9% | $5,011+213.6% | $2,234+603.5% |
| Participant deferral / active EE | $10,554 | $2,334+352.2% | $5,202+102.9% | $3,806+177.3% |
| Admin fee / account holder | $67 | $127-47.1% | $13,988-99.5% | $158-57.3% |