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.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,641 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,270 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,103 | $81,474-42.2% | $133,956-64.8% | $73,488-35.9% |
| Participation rate | 90.6% | 76.4%+14.2pp | 79.8%+10.7pp | 70.7%+19.9pp |
| Annual return | 15.62% | 19.40%-3.8pp | 45.09%-29.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,168 | $2,209-1.9% | $3,919-44.7% | $2,270-4.5% |
| Participant deferral / active EE | $2,689 | $3,786-29.0% | $5,048-46.7% | $3,740-28.1% |
| Admin fee / account holder | $313 | $713-56.1% | $8,927-96.5% | $513-39.0% |