Filed January 6, 2006
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 | $150,247 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $14,150 |
FRANCIS LLC1+ years Filed as: FRANCIS INVESTMENT COUSEL, LLC Service code 16 · EIN 90-0142264 | Consulting | $6,362 |
FOLEY & LARDNER LLP1+ years Filed as: FOLEY & LARDNER, LLP Service code 29 · EIN 39-0473800 | Legal | $5,087 |
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 | $68,196 | $72,770-6.3% | $67,652+0.8% | $55,191+23.6% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 69.2%+25.8pp |
| Annual return | 8.13% | -3.26%+11.4pp | 6625.04%-6616.9pp | 10.78%-2.6pp |
| Employer contribution / active EE | $3,780 | $1,769+113.6% | $2,266+66.8% | $1,899+99.1% |
| Participant deferral / active EE | $5,298 | $3,408+55.5% | $3,560+48.8% | $3,046+73.9% |
| Admin fee / account holder | $190 | $79+141.6% | $4,821-96.0% | $91+109.8% |