Filed April 30, 2009 (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.1 year Filed as: WELLS FARGO BANK, N.A, Service code 15 · EIN 94-1347393 | Recordkeeping | $234,911 |
ANDO CONSULTING1 year Service code 27 4901 VINLAND RD · ORLANDO, FL 32811 | Advisory (Plan) | $23,750 |
GRACO1 year Service code 27 3325 SAW MILL RUN BLVD · PITTSBURGH, PA 15227 | Advisory (Plan) | $23,255 |
Service code 27 1101 PERIMETER DRIVE · SCHAMBURG, IL 60173 | Advisory (Plan) | $10,500 |
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 | $63,291 | $88,730-28.7% | $82,313-23.1% | $77,958-18.8% |
| Participation rate | 83.2% | 84.5%-1.3pp | 76.9%+6.3pp | 71.6%+11.6pp |
| Annual return | 204.35% | 20.88%+183.5pp | 25.88%+178.5pp | 20.87%+183.5pp |
| Employer contribution / active EE | $1,407 | $2,758-49.0% | $2,428-42.1% | $2,310-39.1% |
| Participant deferral / active EE | $3,305 | $4,634-28.7% | $3,706-10.8% | $3,537-6.6% |
| Admin fee / account holder | $57 | $74-22.7% | $5,608-99.0% | $97-41.3% |