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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $261,810 |
BRIGGS AND MORGAN1 year Service code 29 · EIN 41-0954702 | Legal | $26,369 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $24,161 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 17 · EIN 61-0736136 | Pension Consulting | $16,500 |
REILLY, PENNER & BENTON LLP3+ years Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $13,765 |
Service code 50 · EIN 93-0242990 | Direct Payment | $7,465 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,569 | $159,202+28.5% | $97,995+108.8% | $77,958+162.4% |
| Participation rate | 91.9% | 91.5%+0.4pp | 82.4%+9.5pp | 71.6%+20.3pp |
| Annual return | 17.33% | 28.47%-11.1pp | 23.94%-6.6pp | 20.87%-3.5pp |
| Employer contribution / active EE | $5,980 | $4,224+41.6% | $4,158+43.8% | $2,310+158.8% |
| Participant deferral / active EE | $7,579 | $7,461+1.6% | $5,097+48.7% | $3,537+114.3% |
| Admin fee / account holder | $132 | $83+59.2% | $5,943-97.8% | $97+35.1% |