Filed April 29, 2009 (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 | $331,672 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 13-2834414 | Pension Consulting | $22,000 |
REILLY, PENNER & BENTON LLP1+ years Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $12,975 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,016 | $128,472+45.6% | $81,367+129.8% | $59,188+216.0% |
| Participation rate | 98.9% | 92.5%+6.4pp | 82.3%+16.7pp | 69.4%+29.5pp |
| Annual return | -3.78% | 1.24%-5.0pp | -0.92%-2.9pp | 5.51%-9.3pp |
| Employer contribution / active EE | $3,713 | $3,689+0.6% | $3,930-5.5% | $2,098+77.0% |
| Participant deferral / active EE | $8,123 | $6,963+16.7% | $5,383+50.9% | $3,265+148.8% |
| Admin fee / account holder | $184 | $71+157.7% | $8,926-97.9% | $92+99.3% |