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.6+ years Filed as: WELLS FARGO N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $1,641,607 |
AON CONSULTING6+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $242,801 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $75,011 |
INVESCO6+ years Service code 49 · EIN 56-1707262 | Other Services | $68,626 |
ARY ROEPCKE MULCHAEY, P.C.6+ years Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $38,800 |
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 | $53,702 | $48,464+10.8% | $90,951-41.0% | $106,222-49.4% |
| Participation rate | 61.1% | 53.1%+8.0pp | 69.0%-7.9pp | 70.8%-9.7pp |
| Annual return | 18.98% | 16.72%+2.3pp | 134.60%-115.6pp | 21.69%-2.7pp |
| Employer contribution / active EE | $2,297 | $939+144.5% | $2,122+8.2% | $2,723-15.7% |
| Participant deferral / active EE | $1,749 | $1,510+15.9% | $3,373-48.1% | $4,600-62.0% |
| Admin fee / account holder | $61 | $58+5.0% | $5,959-99.0% | $78-22.4% |