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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $230,939 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $39,938 |
Employer contribution per participant 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 | $105,563 | $144,996-27.2% | $111,297-5.2% | $93,030+13.5% |
| Participation rate | 82.6% | 86.2%-3.5pp | 77.3%+5.3pp | 73.9%+8.7pp |
| Annual return | 41.20% | 18.26%+22.9pp | 54.65%-13.5pp | 158.70%-117.5pp |
| Employer contribution / active EE | -$3 | $3,056-100.1% | $2,731-100.1% | $2,706-100.1% |
| Participant deferral / active EE | $3,919 | $5,587-29.9% | $4,487-12.7% | $4,562-14.1% |
| Admin fee / account holder | $104 | $103+0.8% | $7,964-98.7% | $152-31.2% |