Filed July 23, 2002 (most recent of 2 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.3+ years Filed as: WELLS FARGO N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $1,517,331 |
AON CONSULTING3+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $347,220 |
INVESCO3+ years Service code 49 · EIN 56-1707262 | Other Services | $252,293 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $75,000 |
ARY ROEPCKE MULCHAEY, P.C.3+ years Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $41,450 |
JONES DAY3+ years Service code 22 · EIN 34-0319085 | Insurance Broker | $4,126 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,289 | $39,909+23.5% | $78,778-37.4% | $80,976-39.1% |
| Participation rate | 64.4% | 55.7%+8.7pp | 69.2%-4.8pp | 68.3%-3.9pp |
| Annual return | 13.98% | 23.47%-9.5pp | 35.62%-21.6pp | 22.91%-8.9pp |
| Employer contribution / active EE | $2,114 | $778+171.7% | $1,986+6.5% | $2,402-12.0% |
| Participant deferral / active EE | $1,530 | $1,359+12.6% | $2,958-48.3% | $3,848-60.2% |
| Admin fee / account holder | $73 | $50+47.4% | $5,134-98.6% | $67+8.6% |