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.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 5613 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $25,000 |
Service code 12 · EIN 84-1477138 | Participant communication; Recordkeep... | $1,095 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,526 | $52,293+33.0% | $178,490-61.0% | $73,409-5.3% |
| Participation rate | 66.9% | 65.3%+1.5pp | 81.9%-15.0pp | 72.2%-5.3pp |
| Annual return | 17.32% | 34.75%-17.4pp | 151.07%-133.8pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,057 | $1,735-39.1% | $5,011-78.9% | $2,234-52.7% |
| Participant deferral / active EE | $2,273 | $2,332-2.5% | $5,202-56.3% | $3,805-40.3% |
| Admin fee / account holder | $72 | $127-43.2% | $13,984-99.5% | $158-54.2% |