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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,066 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CUNNANE 7 ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $8,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,298 | $34,242-46.6% | $76,523-76.1% | $75,289-75.7% |
| Participation rate | 9.6% | 43.9%-34.3pp | 68.0%-58.4pp | 72.4%-62.8pp |
| Annual return | -5.67% | -0.98%-4.7pp | -0.27%-5.4pp | -0.04%-5.6pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $614 | $1,872-67.2% | $3,835-84.0% | $3,739-83.6% |
| Admin fee / account holder | $93 | $112-17.0% | $4,848-98.1% | $102-9.2% |