Filed October 15, 2003
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,320 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,980 | $55,453-18.9% | $170,442-73.6% | $62,292-27.8% |
| Participation rate | 69.8% | 66.4%+3.5pp | 83.6%-13.8pp | 69.5%+0.3pp |
| Annual return | 8.62% | 21.38%-12.8pp | 205.93%-197.3pp | 28.90%-20.3pp |
| Employer contribution / active EE | $4 | $2,164-99.8% | $5,433-99.9% | $2,042-99.8% |
| Participant deferral / active EE | $1,224 | $2,303-46.9% | $4,939-75.2% | $3,169-61.4% |
| Admin fee / account holder | $10 | $455-97.7% | $13,880-99.9% | $479-97.8% |