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.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,125 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $18,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,568 | $66,302-29.8% | $110,238-57.8% | $56,287-17.3% |
| Participation rate | 78.7% | 74.9%+3.8pp | 79.8%-1.1pp | 69.9%+8.8pp |
| Annual return | 9.89% | -1.18%+11.1pp | 314.74%-304.8pp | -9.96%+19.9pp |
| Employer contribution / active EE | $1,974 | $2,047-3.6% | $3,826-48.4% | $2,111-6.5% |
| Participant deferral / active EE | $2,597 | $3,381-23.2% | $4,672-44.4% | $3,350-22.5% |
| Admin fee / account holder | $307 | $698-56.1% | $8,547-96.4% | $521-41.2% |