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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 12 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Sub-transfer agency fees; Participant... | $14,667 |
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Shareho... | $0 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS, LLC Service code 17 5613 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $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 | $84,930 | $55,415+53.3% | $155,509-45.4% | $74,495+14.0% |
| Participation rate | 65.8% | 61.9%+3.9pp | 78.2%-12.3pp | 67.2%-1.4pp |
| Annual return | 13.75% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,410 | $2,267-37.8% | $4,672-69.8% | $2,623-46.2% |
| Participant deferral / active EE | $3,286 | $2,836+15.9% | $5,626-41.6% | $4,346-24.4% |
| Admin fee / account holder | $51 | $1,738-97.1% | $15,912-99.7% | $1,942-97.4% |