Filed September 19, 2006 (most recent of 2 filings on file)
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $46,999 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $26,019 |
401(K) ADVISORS INC1+ years Filed as: WF ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,008 |
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 | $37,149 | $63,924-41.9% | $108,579-65.8% | $55,167-32.7% |
| Participation rate | 83.3% | 74.3%+9.0pp | 79.6%+3.8pp | 69.0%+14.3pp |
| Annual return | 8.51% | 15.31%-6.8pp | -51.70%+60.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,720 | $1,879-8.5% | $3,758-54.2% | $1,963-12.4% |
| Participant deferral / active EE | $2,119 | $3,067-30.9% | $4,311-50.9% | $3,054-30.6% |
| Admin fee / account holder | $234 | $618-62.1% | $7,645-96.9% | $504-53.5% |