Filed December 31, 2004
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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $237,491 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 28 · EIN 57-0956597 | Investment Management | $50,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,613 | $73,125-25.3% | $125,175-56.4% | $77,787-29.8% |
| Participation rate | 39.8% | 79.4%-39.6pp | 79.8%-40.0pp | 73.2%-33.4pp |
| Annual return | 21.79% | 24.71%-2.9pp | 43.79%-22.0pp | 32.57%-10.8pp |
| Employer contribution / active EE | $966 | $2,413-60.0% | $3,865-75.0% | $2,504-61.4% |
| Participant deferral / active EE | $2,290 | $3,966-42.3% | $4,937-53.6% | $3,967-42.3% |
| Admin fee / account holder | $38 | $89-57.6% | $9,702-99.6% | $100-62.1% |