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.5+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $1,119,334 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Other insurance fees and expenses; In... | $142,477 |
FINDLEY2 years Filed as: FINDLEY, INC Service code 49 · EIN 34-1213174 | Other Services | $52,000 |
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 | $41,592 | $100,179-58.5% | $84,015-50.5% | $89,569-53.6% |
| Participation rate | 48.0% | 54.1%-6.1pp | 69.0%-21.0pp | 69.6%-21.5pp |
| Annual return | 25.57% | 22.50%+3.1pp | 71.31%-45.7pp | 34.56%-9.0pp |
| Employer contribution / active EE | $615 | $816-24.7% | $1,983-69.0% | $2,584-76.2% |
| Participant deferral / active EE | $1,108 | $1,459-24.1% | $3,239-65.8% | $4,220-73.8% |
| Admin fee / account holder | $7 | $72-89.8% | $6,101-99.9% | $72-89.7% |