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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $49,949 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $195,043 | $62,603+211.6% | $104,294+87.0% | $66,914+191.5% |
| Participation rate | 96.1% | 59.6%+36.5pp | 73.3%+22.9pp | 69.8%+26.3pp |
| Annual return | -16.98% | -14.70%-2.3pp | 24.61%-41.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $6,274 | $1,972+218.2% | $3,372+86.1% | $2,544+146.6% |
| Participant deferral / active EE | $8,025 | $2,853+181.3% | $4,625+73.5% | $4,237+89.4% |
| Admin fee / account holder | $447 | $656-31.8% | $7,339-93.9% | $593-24.6% |