Filed December 5, 2003 (most recent of 4 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.4+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $1,014,486 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services; Other insurance f... | $152,209 |
FINDLEY1 year Filed as: FINDLEY, INC Service code 49 · EIN 34-1213174 | Other Services | $52,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,411 | $38,510-5.5% | $74,550-51.2% | $73,367-50.4% |
| Participation rate | 52.0% | 53.5%-1.5pp | 69.1%-17.1pp | 69.5%-17.5pp |
| Annual return | -1.96% | -0.94%-1.0pp | 32.53%-34.5pp | 173.45%-175.4pp |
| Employer contribution / active EE | $618 | $774-20.2% | $1,961-68.5% | $2,499-75.3% |
| Participant deferral / active EE | $1,089 | $1,421-23.3% | $3,108-65.0% | $4,033-73.0% |
| Admin fee / account holder | $7 | $52-86.7% | $5,060-99.9% | $68-89.9% |