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 | $280,044 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $56,250 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $48,515 |
RKL LLP1 year Filed as: REINSEL KUNTZ LESHER LLP Service code 10 · EIN 23-2108173 | Accounting | $6,750 |
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 | $46,643 | $80,211-41.8% | $74,183-37.1% | $63,975-27.1% |
| Participation rate | 90.5% | 84.2%+6.3pp | 76.6%+13.8pp | 71.1%+19.3pp |
| Annual return | 14.84% | 14.13%+0.7pp | 17.74%-2.9pp | 48.65%-33.8pp |
| Employer contribution / active EE | $1,569 | $2,553-38.5% | $2,370-33.8% | $2,182-28.1% |
| Participant deferral / active EE | $4,170 | $4,370-4.6% | $3,550+17.5% | $3,356+24.2% |
| Admin fee / account holder | $28 | $67-59.0% | $5,586-99.5% | $70-60.9% |