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.6+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $3,074,274 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services; Other insurance f... | $154,925 |
FINDLEY3 years Filed as: FINDLEY, INC Service code 49 · EIN 34-1213174 | Other Services | $34,750 |
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 | $44,657 | $48,464-7.9% | $90,951-50.9% | $106,222-58.0% |
| Participation rate | 45.2% | 53.1%-7.9pp | 69.0%-23.8pp | 70.8%-25.6pp |
| Annual return | 22.41% | 16.72%+5.7pp | 134.60%-112.2pp | 21.69%+0.7pp |
| Employer contribution / active EE | $646 | $939-31.2% | $2,122-69.5% | $2,723-76.3% |
| Participant deferral / active EE | $1,249 | $1,510-17.2% | $3,373-63.0% | $4,600-72.8% |
| Admin fee / account holder | $9 | $58-83.8% | $5,959-99.8% | $78-88.1% |