Filed March 8, 2006
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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $47,626 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,749 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,465 | $65,862+266.6% | $124,672+93.7% | $79,386+204.2% |
| Participation rate | 98.1% | 62.2%+35.8pp | 74.6%+23.4pp | 70.7%+27.4pp |
| Annual return | 12.24% | 19.02%-6.8pp | 5142.93%-5130.7pp | 116.85%-104.6pp |
| Employer contribution / active EE | $5,728 | $1,883+204.1% | $3,324+72.3% | $2,427+135.9% |
| Participant deferral / active EE | $7,918 | $2,772+185.6% | $4,614+71.6% | $4,046+95.7% |
| Admin fee / account holder | $406 | $673-39.7% | $7,493-94.6% | $626-35.2% |