Filed June 14, 2006
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 Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $17,091 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,730 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,326 | $79,523+55.1% | $140,016-11.9% | $56,287+119.1% |
| Participation rate | 99.2% | 85.7%+13.5pp | 87.5%+11.7pp | 69.9%+29.3pp |
| Annual return | -6.45% | 2.39%-8.8pp | 651.12%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $9,159 | $3,350+173.4% | $5,606+63.4% | $2,111+333.9% |
| Participant deferral / active EE | $10,411 | $5,129+103.0% | $6,927+50.3% | $3,350+210.8% |
| Admin fee / account holder | $29 | $614-95.3% | $10,705-99.7% | $521-94.5% |