Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,334 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $136,186 | $54,726+148.9% | $68,793+98.0% | $64,186+112.2% |
| Participation rate | 90.0% | 68.0%+22.0pp | 72.2%+17.8pp | 69.6%+20.4pp |
| Annual return | -2.66% | -1.62%-1.0pp | -4.63%+2.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,183 | $1,846+72.4% | $2,625+21.2% | $2,381+33.7% |
| Participant deferral / active EE | $4,213 | $2,626+60.4% | $3,311+27.2% | $3,470+21.4% |
| Admin fee / account holder | $36 | $4,027-99.1% | $5,131-99.3% | $4,888-99.3% |