Filed October 18, 2004
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 | $294,078 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $27,368 |
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 | $84,476 | $88,730-4.8% | $82,313+2.6% | $77,958+8.4% |
| Participation rate | 92.8% | 84.5%+8.3pp | 76.9%+16.0pp | 71.6%+21.2pp |
| Annual return | 15.47% | 20.88%-5.4pp | 25.88%-10.4pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,845 | $2,758-33.1% | $2,428-24.0% | $2,310-20.1% |
| Participant deferral / active EE | $4,040 | $4,634-12.8% | $3,706+9.0% | $3,537+14.2% |
| Admin fee / account holder | $63 | $74-14.4% | $5,608-98.9% | $97-34.9% |