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.6 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 | Recordkeeping and information managem... | $15,872 |
NEWPORT GROUP, INC.8+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $9,060 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,567 | $46,292+30.8% | $143,757-57.9% | $64,808-6.5% |
| Participation rate | 65.2% | 64.2%+1.0pp | 80.3%-15.1pp | 71.5%-6.2pp |
| Annual return | -17.81% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,215 | $1,910-36.4% | $4,951-75.5% | $2,506-51.5% |
| Participant deferral / active EE | $2,864 | $2,646+8.2% | $5,637-49.2% | $4,310-33.6% |
| Admin fee / account holder | $146 | $154-4.8% | $14,673-99.0% | $188-22.0% |