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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $256,170 |
DELOITTE & TOUCHE LLP2 years Service code 33 · EIN 13-3891517 | Securities brokerage; Direct payment ... | $39,245 |
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 | $64,855 | $176,491-63.3% | $95,952-32.4% | $90,288-28.2% |
| Participation rate | 79.9% | 86.6%-6.7pp | 77.1%+2.8pp | 73.4%+6.5pp |
| Annual return | -5.45% | 20.14%-25.6pp | 91.61%-97.1pp | 53.97%-59.4pp |
| Employer contribution / active EE | $1,284 | $2,789-54.0% | $2,541-49.5% | $2,524-49.1% |
| Participant deferral / active EE | $3,709 | $5,340-30.5% | $4,167-11.0% | $4,232-12.4% |
| Admin fee / account holder | $87 | $154-43.8% | $6,795-98.7% | $114-24.1% |