Filed July 25, 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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $20,546 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,588 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,421 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $95,487 | $89,739+6.4% | $149,718-36.2% | $62,292+53.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.34% | 21.01%-5.7pp | 1501.63%-1486.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $4,339 | $3,233+34.2% | $5,445-20.3% | $2,042+112.5% |
| Participant deferral / active EE | $6,043 | $4,797+26.0% | $6,569-8.0% | $3,169+90.7% |
| Admin fee / account holder | $40 | $551-92.7% | $11,283-99.6% | $479-91.6% |