Filed November 9, 2005 (most recent of 2 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,301 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,000 |
VON BRIESEN & ROPER1 year Service code 29 · EIN 39-1576289 | Legal | $12,303 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $9,887 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,118 | $63,905+120.8% | $74,183+90.2% | $57,658+144.7% |
| Participation rate | 97.0% | 79.8%+17.2pp | 76.6%+20.4pp | 70.2%+26.8pp |
| Annual return | 11.21% | 60.60%-49.4pp | 17.74%-6.5pp | 5.13%+6.1pp |
| Employer contribution / active EE | $3,662 | $1,840+99.0% | $2,370+54.5% | $1,974+85.5% |
| Participant deferral / active EE | $7,528 | $3,448+118.3% | $3,550+112.1% | $3,061+146.0% |
| Admin fee / account holder | $119 | $91+30.7% | $5,586-97.9% | $95+25.9% |