Filed May 24, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $183,088 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $28,050 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,928 | $80,211-40.2% | $74,183-35.4% | $63,975-25.1% |
| Participation rate | 74.9% | 84.2%-9.3pp | 76.6%-1.7pp | 71.1%+3.8pp |
| Annual return | -4.88% | 14.13%-19.0pp | 17.74%-22.6pp | 48.65%-53.5pp |
| Employer contribution / active EE | $1,023 | $2,553-59.9% | $2,370-56.9% | $2,182-53.1% |
| Participant deferral / active EE | $2,775 | $4,370-36.5% | $3,550-21.8% | $3,356-17.3% |
| Admin fee / account holder | $66 | $67-1.4% | $5,586-98.8% | $70-6.0% |