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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,360 |
GREENLEAF TRUST4 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $67,388 |
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 | $43,428 | $78,419-44.6% | $133,956-67.6% | $73,409-40.8% |
| Participation rate | 98.4% | 78.6%+19.8pp | 79.8%+18.5pp | 72.2%+26.2pp |
| Annual return | 15.37% | 33.35%-18.0pp | 45.09%-29.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,315 | $2,044-35.7% | $3,919-66.4% | $2,234-41.1% |
| Participant deferral / active EE | $3,804 | $3,925-3.1% | $5,048-24.6% | $3,8050% |
| Admin fee / account holder | $213 | $161+31.9% | $8,927-97.6% | $158+34.8% |