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.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 28 · EIN 23-2384840 1 N JEFFERSON AVE · ST. LOUIS, MO 631032205 | Investment Management | $68,562 |
TIGERS EYE BENEFITS CONSULTING4+ years Service code 15 · EIN 52-1875589 147 W WASHINGTON ST · HAGERSTOWN, MD 217404709 | Recordkeeping | $6,693 |
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 | $61,536 | $55,449+11.0% | $83,848-26.6% | $56,287+9.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -8.64% | -1.38%-7.3pp | 850.88%-859.5pp | -9.96%+1.3pp |
| Employer contribution / active EE | $655 | $2,430-73.1% | $3,631-82.0% | $2,111-69.0% |
| Participant deferral / active EE | $2,842 | $2,935-3.2% | $4,082-30.4% | $3,350-15.2% |
| Admin fee / account holder | $588 | $656-10.4% | $5,478-89.3% | $521+12.9% |