Filed May 3, 2010 (most recent of 3 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 | $33,916 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $8,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,600 | $31,370-37.5% | $74,583-73.7% | $63,975-69.4% |
| Participation rate | 8.2% | 42.6%-34.4pp | 68.1%-59.9pp | 71.1%-62.9pp |
| Annual return | 8.50% | -105.16%+113.7pp | 20.47%-12.0pp | 48.65%-40.1pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $447 | $1,560-71.3% | $3,458-87.1% | $3,356-86.7% |
| Admin fee / account holder | $81 | $77+5.7% | $4,138-98.0% | $70+15.2% |