Filed November 10, 2004 (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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,021,798 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $713,026 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $570,171 |
Filed as: JPMORGAN INVESTMENT MANAGMENT Service code 19 · EIN 13-3200244 | Securities Custodian | $355,931 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Shareholder ser... | $18,441 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,997 | $81,548+10.4% | $141,162-36.2% | $89,569+0.5% |
| Participation rate | 75.6% | 64.9%+10.7pp | 82.5%-6.9pp | 69.6%+6.0pp |
| Annual return | 28.65% | 47.43%-18.8pp | 71.39%-42.7pp | 34.56%-5.9pp |
| Employer contribution / active EE | $2,655 | $2,272+16.9% | $4,735-43.9% | $2,584+2.8% |
| Participant deferral / active EE | $6,867 | $5,280+30.1% | $6,709+2.4% | $4,220+62.7% |
| Admin fee / account holder | $101 | $68+48.4% | $10,261-99.0% | $72+41.1% |