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.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 5613 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $20,000 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 15 P.O. BOX 6250 · JOHNSTOWN, PA 159076250 | Recordkeeping | $6,367 |
NEWPORT GROUP, INC.5 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (directed); Investment manage... | $4,251 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Particip... | $621 |
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 | $106,526 | $99,957+6.6% | $149,696-28.8% | $73,488+45.0% |
| Participation rate | 91.0% | 75.7%+15.3pp | 82.5%+8.5pp | 70.7%+20.3pp |
| Annual return | 22.65% | 53.87%-31.2pp | 276.60%-254.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $3,581 | $3,191+12.2% | $4,644-22.9% | $2,270+57.7% |
| Participant deferral / active EE | $6,698 | $6,073+10.3% | $6,842-2.1% | $3,740+79.1% |
| Admin fee / account holder | $155 | $551-71.8% | $9,309-98.3% | $513-69.7% |