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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,048 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS & BOCKI LLP Service code 29 · EIN 23-0891050 | Legal | $14,594 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER CUNNANE 7 ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $9,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,428 | $41,617-38.9% | $84,611-69.9% | $77,787-67.3% |
| Participation rate | 10.0% | 45.0%-35.1pp | 68.2%-58.3pp | 73.2%-63.3pp |
| Annual return | 18.65% | 24.97%-6.3pp | 258.74%-240.1pp | 32.57%-13.9pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $585 | $2,129-72.5% | $3,899-85.0% | $3,967-85.3% |
| Admin fee / account holder | $130 | $121+7.5% | $4,912-97.4% | $100+30.0% |