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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,044,880 |
SMITH & HOWARD, PC2 years Filed as: SMITH & HOWARD Service code 27 · EIN 58-1250486 | Advisory (Plan) | $52,000 |
AFS ADVISORS, LLC2 years Filed as: AFS ADVISORS Service code 27 · EIN 27-4398433 | Advisory (Plan) | $47,500 |
PRITCHARD & JERDEN, INC2 years Service code 22 · EIN 58-1036724 | Insurance Broker | $28,599 |
Service code 10 · EIN 58-1779663 | Accounting | $13,800 |
BPS&M1 year Service code 16 · EIN 62-0853448 | Consulting | $8,125 |
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 | $41,227 | $73,367-43.8% | $68,793-40.1% | $73,367-43.8% |
| Participation rate | 76.0% | 69.5%+6.5pp | 72.2%+3.8pp | 69.5%+6.5pp |
| Annual return | -3.11% | 173.45%-176.6pp | -4.63%+1.5pp | 173.45%-176.6pp |
| Employer contribution / active EE | $1,365 | $2,499-45.4% | $2,625-48.0% | $2,499-45.4% |
| Participant deferral / active EE | $2,593 | $4,033-35.7% | $3,311-21.7% | $4,033-35.7% |
| Admin fee / account holder | $70 | $68+2.2% | $5,131-98.6% | $68+2.2% |