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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $277,838 |
ARGENT TRUST COMPANY4+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $119,378 |
MANAGEMENT PLANNING, INC.3+ years Service code 15 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Recordkeeping | $62,915 |
Service code 10 · EIN 43-1947695 | Accounting | $57,500 |
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 | $43,949 | $34,242+28.3% | $76,523-42.6% | $75,289-41.6% |
| Participation rate | 85.9% | 43.9%+42.0pp | 68.0%+17.9pp | 72.4%+13.5pp |
| Annual return | 3.42% | -0.98%+4.4pp | -0.27%+3.7pp | -0.04%+3.5pp |
| Employer contribution / active EE | $831 | $975-14.8% | $2,647-68.6% | $2,405-65.5% |
| Participant deferral / active EE | $2,057 | $1,872+9.9% | $3,835-46.4% | $3,739-45.0% |
| Admin fee / account holder | $98 | $112-12.3% | $4,848-98.0% | $102-4.1% |