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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $115,764 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 | Direct Payment | $39,203 |
BKD, LLP5+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,000 |
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 | $68,335 | $74,347-8.1% | $93,606-27.0% | $67,579+1.1% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.2pp | 71.3%+26.8pp |
| Annual return | 20.91% | 28.07%-7.2pp | 32.76%-11.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,403 | $2,583-7.0% | $2,718-11.6% | $2,148+11.9% |
| Participant deferral / active EE | $4,007 | $4,060-1.3% | $4,069-1.5% | $3,539+13.2% |
| Admin fee / account holder | $141 | $123+15.0% | $7,888-98.2% | $142-0.9% |