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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $408,966 |
CAP FINANCIAL PARTNERS, LLC2+ years Filed as: CAP SOUTH Service code 50 · EIN 01-0647966 | Direct Payment | $54,974 |
MAYNARD COOPER GALE1 year Filed as: MAYNARD, COOPER & GALE, P.C. Service code 50 · EIN 63-0864426 | Direct Payment | $11,625 |
WARREN AVERETT, LLC2+ years Filed as: WARREN AVERETT Service code 50 · EIN 45-4084437 | Direct Payment | $3,060 |
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 | $57,144 | $177,276-67.8% | $90,160-36.6% | $177,276-67.8% |
| Participation rate | 74.1% | 74.8%-0.8pp | 76.9%-2.8pp | 74.8%-0.8pp |
| Annual return | 16.03% | 21.25%-5.2pp | 34.88%-18.9pp | 21.25%-5.2pp |
| Employer contribution / active EE | $845 | $2,479-65.9% | $3,318-74.5% | $2,479-65.9% |
| Participant deferral / active EE | $3,072 | $3,881-20.8% | $5,288-41.9% | $3,881-20.8% |
| Admin fee / account holder | $89 | $154-42.3% | $5,943-98.5% | $154-42.3% |