Filed October 26, 2007
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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $738,758 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD Service code 27 · EIN 58-1250486 | Advisory (Plan) | $63,000 |
AFS ADVISORS, LLC1 year Filed as: AFS ADVISORS Service code 27 · EIN 27-4398433 | Advisory (Plan) | $27,500 |
PRITCHARD & JERDEN, INC1 year Service code 27 · EIN 58-1036724 | Advisory (Plan) | $22,853 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,767 | $80,976-44.7% | $75,670-40.8% | $80,976-44.7% |
| Participation rate | 75.3% | 68.3%+7.1pp | 72.3%+3.0pp | 68.3%+7.1pp |
| Annual return | 104.43% | 22.91%+81.5pp | 27.34%+77.1pp | 22.91%+81.5pp |
| Employer contribution / active EE | $1,092 | $2,402-54.6% | $2,352-53.6% | $2,402-54.6% |
| Participant deferral / active EE | $1,875 | $3,848-51.3% | $3,142-40.3% | $3,848-51.3% |
| Admin fee / account holder | $61 | $67-9.0% | $5,800-98.9% | $67-9.0% |