Filed June 15, 2007
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 | $170,257 |
ELLWOOD ASSOCIATES1+ years Service code 16 · EIN 36-3121777 | Consulting | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,540 | $37,039-9.4% | $147,614-77.3% | $59,188-43.3% |
| Participation rate | 55.7% | 63.8%-8.1pp | 84.6%-29.0pp | 69.4%-13.8pp |
| Annual return | 0.83% | 7.19%-6.4pp | 61.98%-61.1pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,072 | $1,353-20.7% | $5,564-80.7% | $2,098-48.9% |
| Participant deferral / active EE | $2,009 | $2,094-4.1% | $4,895-59.0% | $3,265-38.5% |
| Admin fee / account holder | $19 | $60-68.3% | $11,611-99.8% | $92-79.3% |