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.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $35,917 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,156 |
Service code 49 · EIN 04-1590850 | Other Services | $11,542 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $9,024 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $5,486 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-3618129 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | 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 | $33,233 | $65,118-49.0% | $76,768-56.7% | $55,725-40.4% |
| Participation rate | 96.6% | 79.6%+16.9pp | 77.0%+19.6pp | 70.9%+25.7pp |
| Annual return | -5.79% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $910 | $1,941-53.1% | $2,485-63.4% | $2,078-56.2% |
| Participant deferral / active EE | $2,320 | $3,688-37.1% | $3,852-39.8% | $3,356-30.9% |
| Admin fee / account holder | $39 | $116-66.7% | $6,675-99.4% | $115-66.5% |