Filed January 8, 2006
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.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 1200 17TH STREET · DENVER, CO 80202 | Pension Consulting | $26,833 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $7,666 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $140 |
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 | $76,113 | $76,552-0.6% | $123,892-38.6% | $62,891+21.0% |
| Participation rate | 90.8% | 73.0%+17.8pp | 81.4%+9.4pp | 69.3%+21.5pp |
| Annual return | 7.20% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,213 | $2,883+11.5% | $4,617-30.4% | $2,281+40.9% |
| Participant deferral / active EE | $6,468 | $4,840+33.6% | $5,984+8.1% | $3,203+101.9% |
| Admin fee / account holder | $245 | $4,826-94.9% | $8,357-97.1% | $4,296-94.3% |