Filed October 18, 2004
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 8-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+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 49 · EIN 48-1305000 | Other Services | $26,622 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,401 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,247 | $71,666-14.5% | $117,854-48.0% | $69,631-12.0% |
| Participation rate | 89.6% | 77.5%+12.0pp | 79.7%+9.9pp | 70.7%+18.9pp |
| Annual return | 15.14% | 18.86%-3.7pp | 335.08%-319.9pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,509 | $3,340+5.1% | $4,482-21.7% | $3,224+8.8% |
| Admin fee / account holder | $19 | $120-84.0% | $8,020-99.8% | $110-82.6% |