Filed April 8, 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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $63,590 |
GREENLEAF TRUST3 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $59,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,459 | $69,159-35.7% | $125,175-64.5% | $67,579-34.2% |
| Participation rate | 99.1% | 78.2%+20.9pp | 79.8%+19.3pp | 71.3%+27.8pp |
| Annual return | 20.73% | 27.12%-6.4pp | 43.79%-23.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,671 | $2,023-17.4% | $3,865-56.8% | $2,148-22.2% |
| Participant deferral / active EE | $4,455 | $3,700+20.4% | $4,937-9.7% | $3,539+25.9% |
| Admin fee / account holder | $232 | $142+63.8% | $9,702-97.6% | $142+63.2% |