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 | $157,510 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $24,487 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,613 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 15 · EIN 62-0853448 | Recordkeeping | $8,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,785 | $80,211+2.0% | $74,183+10.2% | $63,975+27.8% |
| Participation rate | 89.7% | 84.2%+5.5pp | 76.6%+13.0pp | 71.1%+18.5pp |
| Annual return | 10.77% | 14.13%-3.4pp | 17.74%-7.0pp | 48.65%-37.9pp |
| Employer contribution / active EE | $2,467 | $2,553-3.4% | $2,370+4.1% | $2,182+13.1% |
| Participant deferral / active EE | $4,778 | $4,370+9.3% | $3,550+34.6% | $3,356+42.3% |
| Admin fee / account holder | $113 | $67+68.6% | $5,586-98.0% | $70+60.9% |