Filed July 19, 2005
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 | $25,000 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $1,588 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $405 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,726 | $37,196+36.4% | $154,107-67.1% | $55,725-9.0% |
| Participation rate | 70.3% | 64.1%+6.3pp | 83.0%-12.7pp | 70.9%-0.5pp |
| Annual return | -4.90% | 1319.68%-1324.6pp | 735.12%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,022 | $1,614-36.7% | $5,298-80.7% | $2,078-50.8% |
| Participant deferral / active EE | $2,258 | $2,068+9.2% | $5,081-55.6% | $3,356-32.7% |
| Admin fee / account holder | $73 | $102-28.2% | $13,411-99.5% | $115-36.7% |