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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $60,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,036 | $72,994+119.2% | $120,354+33.0% | $77,643+106.1% |
| Participation rate | 32.6% | 55.2%-22.6pp | 71.9%-39.3pp | 70.6%-37.9pp |
| Annual return | 10.95% | 18.23%-7.3pp | 107.15%-96.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,699 | $1,793-5.2% | $3,463-50.9% | $2,726-37.7% |
| Participant deferral / active EE | $2,442 | $3,011-18.9% | $4,991-51.1% | $4,647-47.4% |
| Admin fee / account holder | $266 | $658-59.6% | $9,423-97.2% | $430-38.2% |