Filed October 18, 2004
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 |
|---|---|---|
NATIONWIDE2+ years Service code 52 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Indirect Investment Fees | $78,994 |
CLS INVESTMENTS1 year Service code 52 17605 WRIGHT ST · OMAHA, NE 68130 | Indirect Investment Fees | $43,078 |
Filed as: MATTHEWS GOLD KENNEDY AND SNOW Service code 52 6530 N 16TH ST · PHOENIX, AZ 85016 | Indirect Investment Fees | $21,190 |
FIDUCIARY DOCTORS, LLC1 year Service code 52 500 E BENRICH DR · GILBERT, AZ 85295 | Indirect Investment Fees | $15,850 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 52 NC1409 · CHARLOTTE, NC 28288 | Indirect Investment Fees | $0 |
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 | $29,783 | $37,213-20.0% | $156,549-81.0% | $63,975-53.4% |
| Participation rate | 97.2% | 65.0%+32.2pp | 84.0%+13.2pp | 71.1%+26.1pp |
| Annual return | 7.09% | 47.89%-40.8pp | 32.23%-25.1pp | 48.65%-41.6pp |
| Employer contribution / active EE | $1,981 | $1,357+46.0% | $5,501-64.0% | $2,182-9.2% |
| Participant deferral / active EE | $2,932 | $2,070+41.6% | $4,871-39.8% | $3,356-12.6% |
| Admin fee / account holder | $0 | $56-100.0% | $13,027-100.0% | $70-100.0% |