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.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 28 · EIN 23-2384840 1 N JEFFERSON AVE · ST. LOUIS, MO 631032205 | Investment Management | $67,504 |
TIGERS EYE BENEFITS CONSULTING3+ years Service code 15 · EIN 52-1875589 147 W WASHINGTON ST · HAGERSTOWN, MD 217404709 | Recordkeeping | $11,370 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,863 | $58,726+8.7% | $92,233-30.8% | $62,292+2.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.57% | 43.62%-31.0pp | 176.28%-163.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $667 | $2,392-72.1% | $3,679-81.9% | $2,042-67.3% |
| Participant deferral / active EE | $2,944 | $2,766+6.4% | $3,897-24.5% | $3,169-7.1% |
| Admin fee / account holder | $568 | $556+2.1% | $5,194-89.1% | $479+18.6% |