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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,586 |
TIGERS EYE BENEFITS CONSULTING5+ years Service code 15 · EIN 52-1875589 | Recordkeeping | $7,246 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 28 · EIN 23-2384840 | Investment Management | $5,490 |
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 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 | $63,855 | $63,114+1.2% | $92,893-31.3% | $65,185-2.0% |
| Participation rate | 97.2% | 68.8%+28.4pp | 76.0%+21.2pp | 70.2%+27.0pp |
| Annual return | 15.75% | 28.75%-13.0pp | 109.41%-93.7pp | 29.38%-13.6pp |
| Employer contribution / active EE | $658 | $2,571-74.4% | $3,653-82.0% | $2,177-69.8% |
| Participant deferral / active EE | $2,813 | $3,108-9.5% | $4,236-33.6% | $3,514-19.9% |
| Admin fee / account holder | $394 | $624-36.8% | $5,794-93.2% | $847-53.5% |