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 49 · EIN 04-1590850 | Other Services | $2,880 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,892 | $58,927+195.1% | $76,817+126.4% | $72,985+138.3% |
| Participation rate | 91.0% | 67.3%+23.7pp | 72.1%+18.9pp | 69.5%+21.5pp |
| Annual return | 14.06% | 2305.64%-2291.6pp | 1166.11%-1152.1pp | 81.00%-66.9pp |
| Employer contribution / active EE | $3,417 | $1,787+91.3% | $2,302+48.4% | $2,440+40.1% |
| Participant deferral / active EE | $4,686 | $2,690+74.2% | $3,336+40.5% | $3,607+29.9% |
| Admin fee / account holder | $35 | $4,013-99.1% | $6,420-99.5% | $5,124-99.3% |