Filed September 13, 2007 (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. $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 | $105,463 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Plan) | $84,001 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,327 |
SCHENCK SC2+ years Service code 10 200 E WASHINGTON ST · APPLETON, WI 54912 | Accounting | $10,500 |
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 | $81,031 | $61,125+32.6% | $108,579-25.4% | $63,975+26.7% |
| Participation rate | 95.4% | 80.5%+14.9pp | 79.6%+15.8pp | 71.1%+24.2pp |
| Annual return | 7.30% | 14.06%-6.8pp | -51.70%+59.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $4,017 | $2,237+79.6% | $3,758+6.9% | $2,182+84.1% |
| Participant deferral / active EE | $5,538 | $3,574+55.0% | $4,311+28.5% | $3,356+65.0% |
| Admin fee / account holder | $201 | $72+180.0% | $7,645-97.4% | $70+186.0% |