Filed September 5, 2002 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $344,775 |
Service code 15 · EIN 84-0477907 | Recordkeeping | $198,324 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $42,181 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,135 | $88,581-61.5% | $74,183-54.0% | $65,292-47.7% |
| Participation rate | 98.8% | 86.2%+12.7pp | 76.6%+22.2pp | 72.4%+26.4pp |
| Annual return | 7.38% | 11.72%-4.3pp | 17.74%-10.4pp | 11.84%-4.5pp |
| Employer contribution / active EE | $1,854 | $3,021-38.6% | $2,370-21.8% | $2,302-19.5% |
| Participant deferral / active EE | $2,994 | $4,898-38.9% | $3,550-15.7% | $3,579-16.3% |
| Admin fee / account holder | $29 | $60-50.7% | $5,586-99.5% | $57-48.6% |