Filed July 21, 2003
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 9-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 Filed as: WELLS FARGO ADVISORS, LLC Service code 49 · EIN 34-1542819 | Other Services | $9,289 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,416 |
R.J.L. PENSION SERVICES, INC.1+ years Service code 10 · EIN 59-3033722 | Accounting | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,481 | $36,916-87.9% | $156,549-97.1% | $57,658-92.2% |
| Participation rate | 92.6% | 63.4%+29.2pp | 84.0%+8.6pp | 70.2%+22.4pp |
| Annual return | 6.61% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $284 | $1,571-81.9% | $5,501-94.8% | $1,974-85.6% |
| Participant deferral / active EE | $562 | $1,926-70.8% | $4,871-88.5% | $3,061-81.6% |
| Admin fee / account holder | $9 | $82-89.7% | $13,027-99.9% | $95-91.0% |