Filed October 4, 2011 (most recent of 3 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $157,692 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 50 · EIN 36-4001764 | Direct Payment | $35,263 |
BKD, LLP1+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $12,500 |
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 | $49,541 | $62,324-20.5% | $68,509-27.7% | $55,191-10.2% |
| Participation rate | 99.1% | 78.9%+20.2pp | 74.7%+24.3pp | 69.2%+29.9pp |
| Annual return | 0.30% | 4.26%-4.0pp | 8.27%-8.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,439 | $2,223+9.7% | $2,278+7.1% | $1,899+28.5% |
| Participant deferral / active EE | $3,466 | $3,425+1.2% | $3,382+2.5% | $3,046+13.8% |
| Admin fee / account holder | $180 | $91+96.6% | $5,275-96.6% | $91+97.9% |