Filed December 11, 2001
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,887 |
AON CONSULTING2+ years Filed as: AON HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $77,500 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $15,700 |
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 | $171,491 | $107,378+59.7% | $108,579+57.9% | $57,658+197.4% |
| Participation rate | 96.9% | 77.1%+19.8pp | 79.6%+17.3pp | 70.2%+26.6pp |
| Annual return | 8.10% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+3.0pp |
| Employer contribution / active EE | $12,363 | $1,782+593.9% | $3,758+228.9% | $1,974+526.4% |
| Participant deferral / active EE | $10,374 | $3,221+222.1% | $4,311+140.6% | $3,061+239.0% |
| Admin fee / account holder | $220 | $108+102.4% | $7,645-97.1% | $95+132.2% |