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.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 1200 17TH STREET · DENVER, CO 80202 | Pension Consulting | $37,256 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 15 P.O. BOX 6250 · JOHNSTOWN, PA 159076250 | Recordkeeping | $5,651 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $105 |
NEWPORT GROUP, INC.3 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $70 |
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 | $82,185 | $73,102+12.4% | $123,544-33.5% | $56,287+46.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 82.3%+3.4pp | 69.9%+15.9pp |
| Annual return | -5.54% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $3,330 | $2,977+11.9% | $4,628-28.0% | $2,111+57.8% |
| Participant deferral / active EE | $6,313 | $5,423+16.4% | $6,426-1.7% | $3,350+88.5% |
| Admin fee / account holder | $243 | $554-56.0% | $9,284-97.4% | $521-53.3% |