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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,098 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,566 |
GREENLEAF TRUST5 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $19,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,618 | $86,225-37.8% | $146,665-63.4% | $86,799-38.2% |
| Participation rate | 98.7% | 78.0%+20.7pp | 80.1%+18.6pp | 72.3%+26.4pp |
| Annual return | 16.39% | 31.23%-14.8pp | 22.74%-6.4pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,045 | $2,392-14.5% | $4,136-50.6% | $2,405-15.0% |
| Participant deferral / active EE | $4,756 | $4,245+12.0% | $5,506-13.6% | $4,131+15.1% |
| Admin fee / account holder | $269 | $195+37.5% | $10,280-97.4% | $170+58.4% |