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 Service code 15 · EIN 94-1347393 | Recordkeeping | $197,630 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-2386168 | Advisory (Plan) | $29,271 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $27,000 |
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 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 | $43,935 | $27,687+58.7% | $73,545-40.3% | $177,276-75.2% |
| Participation rate | 17.4% | 34.9%-17.5pp | 54.9%-37.6pp | 74.8%-57.5pp |
| Annual return | 12.41% | 16.77%-4.4pp | -15.16%+27.6pp | 21.25%-8.8pp |
| Employer contribution / active EE | $310 | $291+6.7% | $1,219-74.6% | $2,479-87.5% |
| Participant deferral / active EE | $648 | $778-16.7% | $1,806-64.1% | $3,881-83.3% |
| Admin fee / account holder | $146 | $59+146.3% | $2,320-93.7% | $154-5.1% |