Filed January 24, 2007
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 Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $35,325 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY LLP Service code 10 · EIN 39-0859910 | Accounting | $22,676 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 50 · EIN 39-0859910 | Direct Payment | $11,363 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,244 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,719 | $63,905-51.9% | $74,183-58.6% | $57,658-46.7% |
| Participation rate | 97.5% | 79.8%+17.7pp | 76.6%+20.9pp | 70.2%+27.3pp |
| Annual return | 7.64% | 60.60%-53.0pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $753 | $1,840-59.1% | $2,370-68.2% | $1,974-61.9% |
| Participant deferral / active EE | $2,007 | $3,448-41.8% | $3,550-43.5% | $3,061-34.4% |
| Admin fee / account holder | $48 | $91-47.1% | $5,586-99.1% | $95-49.0% |