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 |
|---|---|---|
ARGENT TRUST COMPANY3+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $114,751 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,918 |
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 | $45,489 | $43,717+4.1% | $81,478-44.2% | $77,958-41.6% |
| Participation rate | 89.4% | 42.5%+46.9pp | 68.0%+21.4pp | 71.6%+17.7pp |
| Annual return | 11.75% | 23.83%-12.1pp | 38.78%-27.0pp | 20.87%-9.1pp |
| Employer contribution / active EE | $810 | $919-11.9% | $2,568-68.5% | $2,310-65.0% |
| Participant deferral / active EE | $1,941 | $1,783+8.8% | $3,537-45.1% | $3,537-45.1% |
| Admin fee / account holder | $36 | $108-66.7% | $4,561-99.2% | $97-63.1% |