Filed October 26, 2004
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 4-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 15 · EIN 35-0145825 | Recordkeeping | $20,723 |
Filed as: WENDLING NOE NELSON & JOHNSON LLC Service code 10 · EIN 48-1026809 | Accounting | $13,631 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,314 | $55,453-50.7% | $170,442-84.0% | $62,292-56.2% |
| Participation rate | 78.8% | 66.4%+12.4pp | 83.6%-4.8pp | 69.5%+9.3pp |
| Annual return | 13.92% | 21.38%-7.5pp | 205.93%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $662 | $2,164-69.4% | $5,433-87.8% | $2,042-67.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $64 | $455-86.0% | $13,880-99.5% | $479-86.7% |