Filed July 11, 2005 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,318 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $22,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $21,204 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,695 | $71,957+66.3% | $67,652+76.9% | $59,188+102.2% |
| Participation rate | 81.5% | 82.7%-1.2pp | 75.7%+5.8pp | 69.4%+12.1pp |
| Annual return | 0.65% | 8.53%-7.9pp | 6625.04%-6624.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $257 | $2,432-89.4% | $2,266-88.7% | $2,098-87.7% |
| Participant deferral / active EE | $4,393 | $4,211+4.3% | $3,560+23.4% | $3,265+34.6% |
| Admin fee / account holder | $59 | $64-7.4% | $4,821-98.8% | $92-35.6% |