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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $144,075 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $31,340 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,983 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,407 | $78,852-0.6% | $76,768+2.1% | $75,289+4.1% |
| Participation rate | 83.7% | 85.0%-1.3pp | 77.0%+6.7pp | 72.4%+11.3pp |
| Annual return | -2.39% | -1.29%-1.1pp | 2.43%-4.8pp | -0.04%-2.4pp |
| Employer contribution / active EE | $2,267 | $2,794-18.9% | $2,485-8.8% | $2,405-5.8% |
| Participant deferral / active EE | $4,381 | $4,800-8.7% | $3,852+13.7% | $3,739+17.2% |
| Admin fee / account holder | $93 | $79+17.4% | $6,675-98.6% | $102-9.4% |