Filed January 31, 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 |
|---|---|---|
BBD, LLP1+ years Filed as: BRIGGS, BUNTING & DOUGHERTY, LLP Service code 10 · EIN 23-2896692 | Accounting | $8,150 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $1,056 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
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 | $171,596 | $54,320+215.9% | $67,652+153.6% | $52,331+227.9% |
| Participation rate | 97.1% | 73.6%+23.5pp | 75.7%+21.5pp | 68.1%+29.0pp |
| Annual return | 1.88% | 6.81%-4.9pp | 6625.04%-6623.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,034 | $1,544+31.8% | $2,266-10.2% | $1,882+8.1% |
| Participant deferral / active EE | $8,415 | $2,950+185.2% | $3,560+136.4% | $3,022+178.4% |
| Admin fee / account holder | $67 | $527-87.2% | $4,821-98.6% | $592-88.6% |