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.4+ years Filed as: WELLS FARGO N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $1,551,228 |
AON CONSULTING4+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $272,901 |
INVESCO4+ years Service code 49 · EIN 56-1707262 | Other Services | $245,658 |
ARY ROEPCKE MULCHAEY, P.C.4+ years Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $41,500 |
JONES DAY4+ years Service code 10 · EIN 34-0319085 | Accounting | $9,063 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,066 | $38,510+9.2% | $74,550-43.6% | $73,367-42.7% |
| Participation rate | 65.0% | 53.5%+11.5pp | 69.1%-4.1pp | 69.5%-4.5pp |
| Annual return | -12.03% | -0.94%-11.1pp | 32.53%-44.6pp | 173.45%-185.5pp |
| Employer contribution / active EE | $2,344 | $774+203.0% | $1,961+19.5% | $2,499-6.2% |
| Participant deferral / active EE | $1,702 | $1,421+19.8% | $3,108-45.2% | $4,033-57.8% |
| Admin fee / account holder | $67 | $52+28.8% | $5,060-98.7% | $68-2.2% |