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 | $47,491 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $23,100 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 10 · EIN 34-1542819 | Accounting | $21,432 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $136,001 | $80,211+69.6% | $74,183+83.3% | $63,975+112.6% |
| Participation rate | 88.4% | 84.2%+4.3pp | 76.6%+11.8pp | 71.1%+17.3pp |
| Annual return | 7.03% | 14.13%-7.1pp | 17.74%-10.7pp | 48.65%-41.6pp |
| Employer contribution / active EE | $324 | $2,553-87.3% | $2,370-86.3% | $2,182-85.2% |
| Participant deferral / active EE | $5,507 | $4,370+26.0% | $3,550+55.1% | $3,356+64.1% |
| Admin fee / account holder | $80 | $67+18.4% | $5,586-98.6% | $70+13.0% |