Filed November 17, 2008
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: PRIME BUCHOLZ & ASSOCIATES Service code 17 · EIN 02-0426421 273 CORPORATE DRIVE, STE. 259 · PORTSMOUTH, NH 03801 | Pension Consulting | $25,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Advisory (Plan) | $25,000 |
MACPAGE LLC2+ years Service code 10 · EIN 01-0242373 30 LONG CREEK DRIVE · SOUTH PORTLAND, ME 04106 | Accounting | $13,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,180 | $75,183+300.6% | $123,892+143.1% | $55,167+445.9% |
| Participation rate | 93.6% | 72.8%+20.7pp | 81.4%+12.2pp | 69.0%+24.6pp |
| Annual return | 7.37% | 19.01%-11.6pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $8,618 | $2,823+205.2% | $4,617+86.7% | $1,963+339.1% |
| Participant deferral / active EE | $14,030 | $5,084+175.9% | $5,984+134.5% | $3,054+359.4% |
| Admin fee / account holder | $508 | $663-23.3% | $8,357-93.9% | $504+0.8% |