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.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 1200 17TH STREET · DENVER, CO 80202 | Pension Consulting | $30,357 |
AMERICAN REALTY ADVISORS1 year Filed as: GENERAL AMERICAN LIFE INSURANCE CO. Service code 15 P.O. BOX 6250 · JOHNSTOWN, PA 159076250 | Recordkeeping | $5,422 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $180 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Shareho... | $65 |
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 | $90,413 | $80,753+12.0% | $136,294-33.7% | $62,292+45.1% |
| Participation rate | 91.0% | 73.5%+17.5pp | 81.9%+9.1pp | 69.5%+21.5pp |
| Annual return | 22.51% | 35.83%-13.3pp | 5155.94%-5133.4pp | 28.90%-6.4pp |
| Employer contribution / active EE | $3,201 | $2,884+11.0% | $4,695-31.8% | $2,042+56.8% |
| Participant deferral / active EE | $6,224 | $5,164+20.5% | $6,247-0.4% | $3,169+96.4% |
| Admin fee / account holder | $214 | $525-59.2% | $9,243-97.7% | $479-55.3% |