Filed April 24, 1997 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $258,675 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,000 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $41,342 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,059 | $71,957-34.6% | $67,652-30.4% | $59,188-20.5% |
| Participation rate | 88.5% | 82.7%+5.8pp | 75.7%+12.8pp | 69.4%+19.1pp |
| Annual return | 1.50% | 8.53%-7.0pp | 6625.04%-6623.5pp | 5.51%-4.0pp |
| Employer contribution / active EE | $1,614 | $2,432-33.6% | $2,266-28.8% | $2,098-23.1% |
| Participant deferral / active EE | $3,911 | $4,211-7.1% | $3,560+9.9% | $3,265+19.8% |
| Admin fee / account holder | $73 | $64+13.2% | $4,821-98.5% | $92-21.2% |