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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $457,979 |
FINDLEY2 years Service code 16 · EIN 34-1213174 | Consulting | $40,693 |
WIPFLI LLP4+ years Service code 10 · EIN 39-0758449 | Accounting | $10,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,794 | $92,153-21.0% | $76,817-5.2% | $82,204-11.4% |
| Participation rate | 94.9% | 79.4%+15.5pp | 72.1%+22.8pp | 73.4%+21.5pp |
| Annual return | 3.43% | 21.12%-17.7pp | 1166.11%-1162.7pp | 26.31%-22.9pp |
| Employer contribution / active EE | $5,196 | $3,043+70.8% | $2,302+125.7% | $2,707+91.9% |
| Participant deferral / active EE | $5,210 | $4,304+21.1% | $3,336+56.2% | $4,246+22.7% |
| Admin fee / account holder | $88 | $70+24.8% | $6,420-98.6% | $76+15.9% |