Filed March 31, 1999
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $836,826 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $123,201 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $24,700 |
MINUTEMAN PRESS1 year Service code 36 · EIN 75-2086514 | Direct payment from the plan; Copying... | $5,208 |
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 | $132,592 | $130,084+1.9% | $138,135-4.0% | $90,288+46.9% |
| Participation rate | 99.0% | 86.0%+13.0pp | 78.7%+20.3pp | 73.4%+25.6pp |
| Annual return | 12.31% | 14.63%-2.3pp | 20.51%-8.2pp | 53.97%-41.7pp |
| Employer contribution / active EE | $5,139 | $5,865-12.4% | $5,587-8.0% | $2,524+103.6% |
| Participant deferral / active EE | $7,953 | $7,099+12.0% | $6,431+23.7% | $4,232+87.9% |
| Admin fee / account holder | $220 | $187+18.1% | $11,856-98.1% | $114+93.1% |