Filed July 9, 2007 (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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $96,846 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $37,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $320,529 | $44,425+621.5% | $67,834+372.5% | $55,167+481.0% |
| Participation rate | 34.8% | 59.7%-24.9pp | 68.8%-34.0pp | 69.0%-34.2pp |
| Annual return | 8.73% | 17.80%-9.1pp | 138.47%-129.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $5,042 | $1,351+273.1% | $2,403+109.8% | $1,963+156.9% |
| Participant deferral / active EE | $5,198 | $2,166+140.0% | $3,160+64.5% | $3,054+70.2% |
| Admin fee / account holder | $1,010 | $530+90.5% | $4,622-78.1% | $504+100.5% |