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.6+ years Service code 10 · EIN 94-1347393 | Accounting | $223,846 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $166,577 |
WIPFLI LLP6+ years Service code 10 · EIN 39-0758449 | Accounting | $31,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,588 | $111,651-32.3% | $86,874-13.0% | $101,517-25.5% |
| Participation rate | 93.3% | 83.2%+10.0pp | 71.6%+21.6pp | 74.6%+18.7pp |
| Annual return | 17.76% | 19.55%-1.8pp | 63.52%-45.8pp | 21.00%-3.2pp |
| Employer contribution / active EE | $2,393 | $3,410-29.8% | $2,495-4.1% | $2,973-19.5% |
| Participant deferral / active EE | $5,456 | $4,831+12.9% | $3,699+47.5% | $4,873+12.0% |
| Admin fee / account holder | $62 | $79-21.5% | $5,828-98.9% | $139-55.5% |