Filed October 18, 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 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 | $222,997 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,307 |
SB & COMPANY, LLC1 year Filed as: SB & COMPANY LLC Service code 10 · EIN 20-2153727 | Accounting | $17,050 |
MERCER1 year Filed as: MERCER US INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $15,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,654 | $67,512+20.9% | $185,823-56.1% | $93,030-12.2% |
| Participation rate | 97.7% | 67.1%+30.6pp | 81.7%+16.0pp | 73.9%+23.8pp |
| Annual return | 12.33% | 21.04%-8.7pp | 122.05%-109.7pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,010 | $1,783-43.4% | $5,167-80.5% | $2,706-62.7% |
| Participant deferral / active EE | $5,089 | $3,035+67.6% | $5,568-8.6% | $4,562+11.5% |
| Admin fee / account holder | $128 | $318-59.8% | $16,237-99.2% | $152-15.7% |