Filed November 7, 2006
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $393,606 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP SOUTH Service code 50 | Direct Payment | $51,185 |
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT Service code 50 | Direct Payment | $12,000 |
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 | $55,489 | $65,292-15.0% | $80,975-31.5% | $65,292-15.0% |
| Participation rate | 71.0% | 72.4%-1.4pp | 75.8%-4.8pp | 72.4%-1.4pp |
| Annual return | 10.57% | 11.84%-1.3pp | 17.10%-6.5pp | 11.84%-1.3pp |
| Employer contribution / active EE | $784 | $2,302-65.9% | $3,714-78.9% | $2,302-65.9% |
| Participant deferral / active EE | $2,986 | $3,579-16.6% | $5,696-47.6% | $3,579-16.6% |
| Admin fee / account holder | $93 | $57+62.3% | $5,516-98.3% | $57+62.3% |