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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $312,709 |
ARGENT TRUST COMPANY6+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $130,661 |
MANAGEMENT PLANNING, INC.5+ years Service code 15 · EIN 21-0646362 | Recordkeeping | $31,850 |
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 | $58,824 | $37,542+56.7% | $89,391-34.2% | $93,223-36.9% |
| Participation rate | 72.4% | 36.7%+35.7pp | 68.0%+4.4pp | 74.9%-2.5pp |
| Annual return | 21.83% | 16.65%+5.2pp | 245.62%-223.8pp | 19.29%+2.5pp |
| Employer contribution / active EE | $1,307 | $644+103.0% | $2,586-49.5% | $2,680-51.2% |
| Participant deferral / active EE | $2,278 | $1,684+35.2% | $3,890-41.4% | $4,563-50.1% |
| Admin fee / account holder | $86 | $107-19.8% | $4,881-98.2% | $79+8.2% |