Filed October 18, 2004
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 | $720,243 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $67,500 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $24,840 |
K&L GATES1 year Filed as: K& L GATES Service code 29 · EIN 25-0921018 | Legal | $12,819 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $6,172 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,001 | $70,961-5.6% | $108,579-38.3% | $65,292+2.6% |
| Participation rate | 96.0% | 80.9%+15.1pp | 79.6%+16.4pp | 72.4%+23.5pp |
| Annual return | 9.93% | 10.24%-0.3pp | -51.70%+61.6pp | 11.84%-1.9pp |
| Employer contribution / active EE | $1,555 | $1,833-15.2% | $3,758-58.6% | $2,302-32.5% |
| Participant deferral / active EE | $4,304 | $3,662+17.5% | $4,311-0.2% | $3,579+20.3% |
| Admin fee / account holder | $91 | $43+113.0% | $7,645-98.8% | $57+58.2% |