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.
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 | $158,767 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 26-2355829 | Advisory (Plan) | $33,761 |
Filed as: LOCKTON COMPANIES Service code 27 · EIN 20-3247391 | Advisory (Plan) | $25,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,629 | $34,242+15.7% | $76,523-48.2% | $75,289-47.4% |
| Participation rate | 98.4% | 43.9%+54.5pp | 68.0%+30.4pp | 72.4%+26.0pp |
| Annual return | -5.34% | -0.98%-4.4pp | -0.27%-5.1pp | -0.04%-5.3pp |
| Employer contribution / active EE | $1,143 | $975+17.3% | $2,647-56.8% | $2,405-52.5% |
| Participant deferral / active EE | $4,264 | $1,872+127.7% | $3,835+11.2% | $3,739+14.0% |
| Admin fee / account holder | $143 | $112+27.5% | $4,848-97.1% | $102+39.5% |