Filed June 15, 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 | $149,518 |
ARGENT TRUST COMPANY2+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $114,058 |
MANAGEMENT PLANNING, INC.1+ years Service code 15 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Recordkeeping | $62,074 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $51,000 |
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 | $39,743 | $31,370+26.7% | $74,583-46.7% | $63,975-37.9% |
| Participation rate | 88.3% | 42.6%+45.8pp | 68.1%+20.2pp | 71.1%+17.2pp |
| Annual return | 8.27% | -105.16%+113.4pp | 20.47%-12.2pp | 48.65%-40.4pp |
| Employer contribution / active EE | $752 | $822-8.5% | $2,525-70.2% | $2,182-65.5% |
| Participant deferral / active EE | $1,731 | $1,560+10.9% | $3,458-49.9% | $3,356-48.4% |
| Admin fee / account holder | $46 | $77-39.8% | $4,138-98.9% | $70-34.4% |