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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $167,584 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $31,456 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $27,472 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 16 · EIN 34-1213174 | Consulting | $12,521 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,807 | $105,247-10.9% | $87,100+7.7% | $77,787+20.6% |
| Participation rate | 93.8% | 85.8%+8.0pp | 76.9%+16.9pp | 73.2%+20.5pp |
| Annual return | 11.90% | 24.52%-12.6pp | 28.19%-16.3pp | 32.57%-20.7pp |
| Employer contribution / active EE | $3,420 | $2,895+18.2% | $2,521+35.7% | $2,504+36.6% |
| Participant deferral / active EE | $6,559 | $5,060+29.6% | $4,049+62.0% | $3,967+65.3% |
| Admin fee / account holder | $128 | $104+22.1% | $7,497-98.3% | $100+27.5% |