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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $245,518 |
DELOITTE & TOUCHE LLP1 year Service code 33 · EIN 13-3891517 | Securities brokerage; Direct payment ... | $37,808 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $10,650 |
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 | $67,363 | $105,247-36.0% | $87,100-22.7% | $77,787-13.4% |
| Participation rate | 79.3% | 85.8%-6.5pp | 76.9%+2.4pp | 73.2%+6.0pp |
| Annual return | 5.28% | 24.52%-19.2pp | 28.19%-22.9pp | 32.57%-27.3pp |
| Employer contribution / active EE | $1,211 | $2,895-58.2% | $2,521-52.0% | $2,504-51.6% |
| Participant deferral / active EE | $3,432 | $5,060-32.2% | $4,049-15.2% | $3,967-13.5% |
| Admin fee / account holder | $93 | $104-11.1% | $7,497-98.8% | $100-7.2% |