Filed August 29, 2006
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 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $53,225 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 1708 WESTBROOK AVENUE · BURLINGTON, NC 27215 | Advisory (Plan) | $23,235 |
DAVENPORT & COMPANY LLC1 year Service code 27 628 GREEN VALLEY ROAD · GREENSBORO, NC 274087790 | Advisory (Plan) | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,692 | $43,999-43.9% | $79,464-68.9% | $55,725-55.7% |
| Participation rate | 48.4% | 66.9%-18.6pp | 73.3%-25.0pp | 70.9%-22.5pp |
| Annual return | -3.87% | 1.81%-5.7pp | 718.14%-722.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $785 | $1,830-57.1% | $2,800-72.0% | $2,078-62.2% |
| Participant deferral / active EE | $1,238 | $2,538-51.2% | $3,704-66.6% | $3,356-63.1% |
| Admin fee / account holder | $121 | $118+2.7% | $5,113-97.6% | $115+4.8% |