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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,776 |
MORGAN LEWIS2 years Filed as: MORGAN LEWIS & BOCKI LLP Service code 29 · EIN 23-0891050 | Legal | $9,143 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,191 | $46,219-23.9% | $89,391-60.6% | $90,288-61.0% |
| Participation rate | 5.8% | 44.9%-39.1pp | 68.0%-62.2pp | 73.4%-67.6pp |
| Annual return | 16.77% | 25.71%-8.9pp | 245.62%-228.8pp | 53.97%-37.2pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $397 | $2,136-81.4% | $3,890-89.8% | $4,232-90.6% |
| Admin fee / account holder | $125 | $147-15.0% | $4,881-97.4% | $114+9.4% |