Filed June 10, 2005 (most recent of 2 filings on file)
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 Service code 21 · EIN 94-1347393 | Bank Trustee | $45,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,620 | $74,498-49.5% | $94,224-60.1% | $59,188-36.4% |
| Participation rate | 63.7% | 76.8%-13.1pp | 78.8%-15.0pp | 69.4%-5.7pp |
| Annual return | -0.66% | 2.76%-3.4pp | 10.68%-11.3pp | 5.51%-6.2pp |
| Employer contribution / active EE | $1,268 | $2,077-38.9% | $3,587-64.6% | $2,098-39.5% |
| Participant deferral / active EE | $1,840 | $3,433-46.4% | $4,320-57.4% | $3,265-43.6% |
| Admin fee / account holder | $29 | $103-71.9% | $6,269-99.5% | $92-68.7% |