Filed November 11, 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 13 · EIN 42-0127290 | Contract Administrator | $176,765 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $145,762 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,134 | $84,000-29.6% | $119,609-50.6% | $77,904-24.1% |
| Participation rate | 97.6% | 77.8%+19.8pp | 79.3%+18.3pp | 73.7%+23.9pp |
| Annual return | -16.76% | -11.59%-5.2pp | -14.97%-1.8pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,749 | $2,907-39.8% | $4,232-58.7% | $2,848-38.6% |
| Participant deferral / active EE | $6,634 | $4,705+41.0% | $5,602+18.4% | $4,806+38.0% |
| Admin fee / account holder | $270 | $116+133.5% | $10,323-97.4% | $133+104.0% |