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 |
|---|---|---|
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $23,956 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 5613 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $12,500 |
NEWPORT GROUP, INC.9+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Custodial (other than ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,752 | $47,126+56.5% | $149,673-50.7% | $74,419-0.9% |
| Participation rate | 65.0% | 63.4%+1.6pp | 78.8%-13.7pp | 70.7%-5.7pp |
| Annual return | 17.38% | 22.75%-5.4pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,235 | $1,905-35.2% | $4,818-74.4% | $2,637-53.2% |
| Participant deferral / active EE | $2,886 | $2,728+5.8% | $5,680-49.2% | $4,528-36.3% |
| Admin fee / account holder | $120 | $343-64.9% | $13,210-99.1% | $348-65.4% |