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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $438,662 |
CAP FINANCIAL PARTNERS, LLC3+ years Filed as: CAP SOUTH Service code 50 · EIN 01-0647966 | Direct Payment | $44,213 |
MAYNARD COOPER GALE2 years Filed as: MAYNARD, COOPER & GALE, P.C. Service code 50 · EIN 63-0864426 | Direct Payment | $1,844 |
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 | $50,871 | $68,904-26.2% | $83,333-39.0% | $68,904-26.2% |
| Participation rate | 82.0% | 74.1%+7.8pp | 77.8%+4.2pp | 74.1%+7.8pp |
| Annual return | -4.77% | 1.07%-5.8pp | 10.63%-15.4pp | 1.07%-5.8pp |
| Employer contribution / active EE | $895 | $2,540-64.8% | $3,379-73.5% | $2,540-64.8% |
| Participant deferral / active EE | $3,547 | $4,015-11.7% | $5,565-36.3% | $4,015-11.7% |
| Admin fee / account holder | $85 | $71+18.9% | $7,510-98.9% | $71+18.9% |