Filed December 14, 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.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,857 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,532 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,152 | $71,192-31.0% | $117,854-58.3% | $62,292-21.1% |
| Participation rate | 70.1% | 74.2%-4.1pp | 79.7%-9.5pp | 69.5%+0.6pp |
| Annual return | 12.46% | 18.66%-6.2pp | 335.08%-322.6pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,659 | $1,934-14.2% | $3,786-56.2% | $2,042-18.8% |
| Participant deferral / active EE | $2,289 | $3,189-28.2% | $4,482-48.9% | $3,169-27.8% |
| Admin fee / account holder | $102 | $587-82.7% | $8,020-98.7% | $479-78.8% |