Filed June 10, 2005 (most recent of 2 filings on file)
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 | $15,025 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,387 | $91,746-48.3% | $146,665-67.7% | $93,030-49.1% |
| Participation rate | 93.9% | 80.9%+13.0pp | 80.1%+13.8pp | 73.9%+20.0pp |
| Annual return | 14.31% | 18.28%-4.0pp | 22.74%-8.4pp | 158.70%-144.4pp |
| Employer contribution / active EE | $953 | $2,815-66.2% | $4,136-77.0% | $2,706-64.8% |
| Participant deferral / active EE | $2,040 | $4,589-55.5% | $5,506-62.9% | $4,562-55.3% |
| Admin fee / account holder | $13 | $101-87.2% | $10,280-99.9% | $152-91.5% |