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.3 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 | Direct payment from the plan; Claims ... | $735 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Investmen... | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,976 | $62,928-3.1% | $172,739-64.7% | $67,579-9.8% |
| Participation rate | 69.4% | 64.5%+5.0pp | 82.6%-13.2pp | 71.3%-1.8pp |
| Annual return | 20.10% | 30.36%-10.3pp | 802.84%-782.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,025 | $1,636-37.3% | $5,143-80.1% | $2,148-52.3% |
| Participant deferral / active EE | $2,224 | $2,145+3.7% | $5,198-57.2% | $3,539-37.2% |
| Admin fee / account holder | $70 | $167-57.8% | $13,954-99.5% | $142-50.6% |