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.5+ years Filed as: WELLS FARGO N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $1,591,300 |
INVESCO5+ years Service code 49 · EIN 56-1707262 | Other Services | $249,443 |
AON CONSULTING5+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $245,659 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $75,000 |
ARY ROEPCKE MULCHAEY, P.C.5+ years Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $40,700 |
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 | $47,034 | $100,179-53.0% | $84,015-44.0% | $89,569-47.5% |
| Participation rate | 67.1% | 54.1%+12.9pp | 69.0%-2.0pp | 69.6%-2.5pp |
| Annual return | 18.90% | 22.50%-3.6pp | 71.31%-52.4pp | 34.56%-15.7pp |
| Employer contribution / active EE | $2,402 | $816+194.2% | $1,983+21.1% | $2,584-7.0% |
| Participant deferral / active EE | $1,781 | $1,459+22.0% | $3,239-45.0% | $4,220-57.8% |
| Admin fee / account holder | $65 | $72-9.5% | $6,101-98.9% | $72-8.9% |