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.5 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 | Claims processing; Participant loan p... | $3,381 |
NEWPORT GROUP, INC.7+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Direct payment from th... | $2,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,688 | $56,485+35.8% | $185,823-58.7% | $86,799-11.6% |
| Participation rate | 64.6% | 65.5%-0.9pp | 81.7%-17.1pp | 72.3%-7.7pp |
| Annual return | 12.29% | 118.04%-105.7pp | 122.05%-109.8pp | 97.91%-85.6pp |
| Employer contribution / active EE | $1,088 | $1,843-41.0% | $5,167-78.9% | $2,405-54.8% |
| Participant deferral / active EE | $2,376 | $2,553-6.9% | $5,568-57.3% | $4,131-42.5% |
| Admin fee / account holder | $88 | $150-41.0% | $16,237-99.5% | $170-48.0% |