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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $117,309 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 | Direct Payment | $40,279 |
BKD, LLP6+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,905 | $85,135-21.4% | $98,907-32.4% | $73,409-8.9% |
| Participation rate | 97.3% | 81.1%+16.1pp | 76.0%+21.3pp | 72.2%+25.1pp |
| Annual return | 10.16% | 19.14%-9.0pp | 196.43%-186.3pp | 59.29%-49.1pp |
| Employer contribution / active EE | $2,256 | $2,721-17.1% | $2,689-16.1% | $2,234+1.0% |
| Participant deferral / active EE | $4,086 | $4,349-6.1% | $4,244-3.7% | $3,805+7.4% |
| Admin fee / account holder | $155 | $139+11.2% | $6,642-97.7% | $158-1.9% |