Filed January 16, 2006
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $242,236 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $44,422 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $21,715 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $140,084 | $80,211+74.6% | $74,183+88.8% | $63,975+119.0% |
| Participation rate | 99.8% | 84.2%+15.6pp | 76.6%+23.1pp | 71.1%+28.6pp |
| Annual return | 7.90% | 14.13%-6.2pp | 17.74%-9.8pp | 48.65%-40.8pp |
| Employer contribution / active EE | $4,821 | $2,553+88.8% | $2,370+103.4% | $2,182+121.0% |
| Participant deferral / active EE | $6,457 | $4,370+47.8% | $3,550+81.9% | $3,356+92.4% |
| Admin fee / account holder | $106 | $67+57.3% | $5,586-98.1% | $70+50.1% |