Filed April 24, 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.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $41,023 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $21,744 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $17,021 |
THE WAGNER LAW GROUP, P.C.3 years Service code 29 · EIN 04-6623515 | Legal | $8,857 |
BENETEMPS, INC.4+ years Service code 49 · EIN 02-0452407 | Other Services | $5,508 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -8.00% | -3.49%-4.5pp | 4.36%-12.4pp | 0.19%-8.2pp |
| Employer contribution / active EE | $6,265 | $17,891-65.0% | $27,383-77.1% | $13,763-54.5% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |