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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $120,097 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 | Direct Payment | $38,035 |
BKD, LLP4+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $13,500 |
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 | $58,202 | $65,223-10.8% | $80,019-27.3% | $55,725+4.4% |
| Participation rate | 97.7% | 80.6%+17.2pp | 75.8%+21.9pp | 70.9%+26.9pp |
| Annual return | -5.26% | 7.59%-12.9pp | 11.22%-16.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,508 | $2,544-1.4% | $2,468+1.6% | $2,078+20.7% |
| Participant deferral / active EE | $3,854 | $3,881-0.7% | $3,686+4.6% | $3,356+14.9% |
| Admin fee / account holder | $150 | $114+31.0% | $6,521-97.7% | $115+29.9% |