Filed February 10, 2005 (most recent of 3 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.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,206,983 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 04-6171663 | Investment Management | $739,830 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $92,185 |
Service code 16 · EIN 20-4322603 | Consulting | $87,076 |
FINDLEY3 years Service code 50 · EIN 34-1213174 | Direct Payment | $25,122 |
SMART SOURCE LLC5 years Filed as: SMART SOURCE, LLC Service code 49 · EIN 20-3987455 | Other Services | $1,121 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,313 | $66,513-1.8% | $178,490-63.4% | $106,222-38.5% |
| Participation rate | 64.1% | 73.8%-9.6pp | 81.9%-17.8pp | 70.8%-6.7pp |
| Annual return | 13.04% | 21.81%-8.8pp | 151.07%-138.0pp | 21.69%-8.7pp |
| Employer contribution / active EE | $1,108 | $1,776-37.6% | $5,011-77.9% | $2,723-59.3% |
| Participant deferral / active EE | $3,490 | $3,679-5.1% | $5,202-32.9% | $4,600-24.1% |
| Admin fee / account holder | $57 | $53+5.7% | $13,984-99.6% | $78-27.9% |