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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $295,166 |
ARGENT TRUST COMPANY5+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $120,403 |
MANAGEMENT PLANNING, INC.4+ years Service code 15 · EIN 21-0646362 | Recordkeeping | $32,560 |
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 | $44,996 | $41,617+8.1% | $84,611-46.8% | $77,787-42.2% |
| Participation rate | 93.0% | 45.0%+47.9pp | 68.2%+24.7pp | 73.2%+19.8pp |
| Annual return | 19.51% | 24.97%-5.5pp | 258.74%-239.2pp | 32.57%-13.1pp |
| Employer contribution / active EE | $862 | $1,061-18.7% | $2,652-67.5% | $2,504-65.6% |
| Participant deferral / active EE | $2,144 | $2,129+0.7% | $3,899-45.0% | $3,967-45.9% |
| Admin fee / account holder | $76 | $121-37.6% | $4,912-98.5% | $100-24.5% |