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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $133,912 |
AON CONSULTING1 year Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $79,000 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $15,700 |
ARNOLD & PORTER1 year Filed as: ARNOLD & PORTER KAYE SCHOLER LLP Service code 29 · EIN 13-1672623 | Legal | $12,849 |
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 | $192,035 | $71,666+168.0% | $117,854+62.9% | $69,631+175.8% |
| Participation rate | 96.9% | 77.5%+19.4pp | 79.7%+17.3pp | 70.7%+26.3pp |
| Annual return | 17.44% | 18.86%-1.4pp | 335.08%-317.6pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $11,815 | $1,889+525.5% | $3,786+212.1% | $2,032+481.4% |
| Participant deferral / active EE | $10,177 | $3,340+204.7% | $4,482+127.1% | $3,224+215.7% |
| Admin fee / account holder | $207 | $120+71.7% | $8,020-97.4% | $110+87.1% |