Filed June 18, 2008
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $142,888 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $77,446 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,217 | $88,770+0.5% | $109,143-18.3% | $93,030-4.1% |
| Participation rate | 97.1% | 81.5%+15.7pp | 75.9%+21.3pp | 73.9%+23.2pp |
| Annual return | 16.86% | 60.64%-43.8pp | 25.75%-8.9pp | 158.70%-141.8pp |
| Employer contribution / active EE | $3,045 | $3,780-19.5% | $3,722-18.2% | $2,706+12.5% |
| Participant deferral / active EE | $6,948 | $3,630+91.4% | $4,653+49.3% | $4,562+52.3% |
| Admin fee / account holder | $87 | $172-49.2% | $6,752-98.7% | $152-42.3% |