Filed March 17, 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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $43,630 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $9,519 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $219,961 | $72,277+204.3% | $101,248+117.2% | $79,858+175.4% |
| Participation rate | 59.3% | 68.5%-9.1pp | 75.8%-16.5pp | 69.6%-10.3pp |
| Annual return | 23.08% | 22.30%+0.8pp | 46.47%-23.4pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,743 | $2,692-35.3% | $3,660-52.4% | $2,471-29.5% |
| Participant deferral / active EE | $3,042 | $3,282-7.3% | $4,370-30.4% | $3,740-18.7% |
| Admin fee / account holder | $787 | $4,400-82.1% | $5,945-86.8% | $5,306-85.2% |