Filed October 18, 2004 (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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $434,512 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $67,500 |
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 29 · EIN 39-1126909 | Legal | $13,389 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $10,030 |
BPS&M1+ years Service code 16 · EIN 62-0853448 | Consulting | $4,500 |
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 | $58,196 | $92,488-37.1% | $70,014-16.9% | $65,292-10.9% |
| Participation rate | 94.8% | 81.7%+13.2pp | 71.8%+23.0pp | 72.4%+22.4pp |
| Annual return | 10.43% | 20.13%-9.7pp | 12.99%-2.6pp | 11.84%-1.4pp |
| Employer contribution / active EE | $1,715 | $3,198-46.4% | $2,338-26.7% | $2,302-25.5% |
| Participant deferral / active EE | $5,043 | $4,112+22.6% | $2,931+72.1% | $3,579+40.9% |
| Admin fee / account holder | $98 | $58+68.0% | $4,380-97.8% | $57+71.3% |