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.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $41,737 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISSORS, LLC Service code 27 · EIN 54-0910269 | Advisory (Plan) | $40,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,531 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,994 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $7,555 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-3618129 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
THORNBURG1 year Service code 52 · EIN 85-0474953 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,138 | $69,305-47.9% | $82,313-56.1% | $69,631-48.1% |
| Participation rate | 94.5% | 80.3%+14.3pp | 76.9%+17.6pp | 70.7%+23.8pp |
| Annual return | 18.37% | 21.47%-3.1pp | 25.88%-7.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $875 | $1,887-53.6% | $2,428-64.0% | $2,032-56.9% |
| Participant deferral / active EE | $2,076 | $3,568-41.8% | $3,706-44.0% | $3,224-35.6% |
| Admin fee / account holder | $29 | $97-70.3% | $5,608-99.5% | $110-73.9% |