Filed July 14, 1993
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,400 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $20,967 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $1,929 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,457 | $81,208+4.0% | $98,907-14.6% | $79,858+5.8% |
| Participation rate | 73.4% | 72.5%+0.9pp | 76.0%-2.6pp | 69.6%+3.8pp |
| Annual return | 12.99% | 60.99%-48.0pp | 196.43%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,850 | $3,265-12.7% | $4,244-32.9% | $3,740-23.8% |
| Admin fee / account holder | $372 | $6,013-93.8% | $6,642-94.4% | $5,306-93.0% |