Filed June 28, 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,796 |
FINANCIAL CONCEPTS, INC.2+ years Service code 20 · EIN 41-1505971 | Direct payment from the plan; Trustee... | $44,955 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,853 | $61,125-54.4% | $108,579-74.3% | $63,975-56.5% |
| Participation rate | 95.2% | 80.5%+14.6pp | 79.6%+15.6pp | 71.1%+24.0pp |
| Annual return | 7.64% | 14.06%-6.4pp | -51.70%+59.3pp | 48.65%-41.0pp |
| Employer contribution / active EE | $832 | $2,237-62.8% | $3,758-77.9% | $2,182-61.9% |
| Participant deferral / active EE | $2,151 | $3,574-39.8% | $4,311-50.1% | $3,356-35.9% |
| Admin fee / account holder | $112 | $72+56.4% | $7,645-98.5% | $70+59.7% |