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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $371,278 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $65,000 |
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 | $95,898 | $176,491-45.7% | $95,952-0.1% | $90,288+6.2% |
| Participation rate | 95.0% | 86.6%+8.4pp | 77.1%+17.9pp | 73.4%+21.6pp |
| Annual return | 29.99% | 20.14%+9.8pp | 91.61%-61.6pp | 53.97%-24.0pp |
| Employer contribution / active EE | $2,550 | $2,789-8.6% | $2,541+0.3% | $2,524+1.0% |
| Participant deferral / active EE | $5,232 | $5,340-2.0% | $4,167+25.6% | $4,232+23.6% |
| Admin fee / account holder | $92 | $154-40.5% | $6,795-98.7% | $114-19.7% |