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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $141,609 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $29,167 |
Service code 29 · EIN 34-0648199 | Legal | $16,043 |
Service code 16 · EIN 53-0181291 | Consulting | $14,873 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $12,375 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,683 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $10,446 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 16 · EIN 34-1213174 | Consulting | $5,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,128 | $176,491-40.4% | $95,952+9.6% | $90,288+16.4% |
| Participation rate | 94.8% | 86.6%+8.3pp | 77.1%+17.8pp | 73.4%+21.5pp |
| Annual return | 13.35% | 20.14%-6.8pp | 91.61%-78.3pp | 53.97%-40.6pp |
| Employer contribution / active EE | $3,067 | $2,789+10.0% | $2,541+20.7% | $2,524+21.5% |
| Participant deferral / active EE | $6,041 | $5,340+13.1% | $4,167+45.0% | $4,232+42.7% |
| Admin fee / account holder | $137 | $154-11.2% | $6,795-98.0% | $114+19.9% |