Filed June 23, 2005
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.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 28 · EIN 23-2384840 1 N JEFFERSON AVE · ST. LOUIS, MO 631032205 | Investment Management | $71,042 |
TIGERS EYE BENEFITS CONSULTING1+ years Service code 15 · EIN 52-1875589 147 W WASHINGTON ST · HAGERSTOWN, MD 217404709 | Recordkeeping | $6,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,282 | $50,464+13.5% | $75,781-24.4% | $52,331+9.5% |
| Participation rate | 97.7% | 66.8%+30.9pp | 75.8%+21.9pp | 68.1%+29.6pp |
| Annual return | -2.93% | 1.03%-4.0pp | 9.68%-12.6pp | 4.54%-7.5pp |
| Employer contribution / active EE | $556 | $1,988-72.0% | $3,323-83.3% | $1,882-70.4% |
| Participant deferral / active EE | $2,449 | $2,570-4.7% | $3,651-32.9% | $3,022-19.0% |
| Admin fee / account holder | $487 | $1,103-55.8% | $5,299-90.8% | $592-17.6% |