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.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 28 · EIN 23-2384840 1 N JEFFERSON AVE · ST. LOUIS, MO 631032205 | Investment Management | $66,227 |
TIGERS EYE BENEFITS CONSULTING2+ years Service code 15 · EIN 52-1875589 147 W WASHINGTON ST · HAGERSTOWN, MD 217404709 | Recordkeeping | $24,425 |
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 | $60,649 | $52,884+14.7% | $84,750-28.4% | $55,167+9.9% |
| Participation rate | 99.2% | 67.5%+31.7pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | 4.94% | 18.03%-13.1pp | 22.78%-17.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $554 | $2,233-75.2% | $3,574-84.5% | $1,963-71.8% |
| Participant deferral / active EE | $2,283 | $2,644-13.7% | $3,712-38.5% | $3,054-25.3% |
| Admin fee / account holder | $625 | $581+7.7% | $5,332-88.3% | $504+24.1% |