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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $138,081 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $24,782 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,787 | $88,730+8.0% | $82,313+16.4% | $77,958+22.9% |
| Participation rate | 88.5% | 84.5%+4.0pp | 76.9%+11.6pp | 71.6%+16.8pp |
| Annual return | 19.69% | 20.88%-1.2pp | 25.88%-6.2pp | 20.87%-1.2pp |
| Employer contribution / active EE | $2,409 | $2,758-12.7% | $2,428-0.8% | $2,310+4.3% |
| Participant deferral / active EE | $4,678 | $4,634+1.0% | $3,706+26.2% | $3,537+32.3% |
| Admin fee / account holder | $102 | $74+38.1% | $5,608-98.2% | $97+4.9% |