Filed March 9, 2004 (most recent of 2 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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,484 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $16,657 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $13,885 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 15 · EIN 62-0853448 | Recordkeeping | $5,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,856 | $63,905-42.3% | $74,183-50.3% | $57,658-36.1% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.6%-4.5pp | 70.2%+1.9pp |
| Annual return | 11.98% | 60.60%-48.6pp | 17.74%-5.8pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,044 | $1,840-43.3% | $2,370-55.9% | $1,974-47.1% |
| Participant deferral / active EE | $1,661 | $3,448-51.8% | $3,550-53.2% | $3,061-45.7% |
| Admin fee / account holder | $115 | $91+25.9% | $5,586-97.9% | $95+21.3% |