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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,040,086 |
SMITH & HOWARD, PC3 years Filed as: SMITH & HOWARD Service code 27 · EIN 58-1250486 | Advisory (Plan) | $48,000 |
PRITCHARD & JERDEN, INC3 years Service code 22 · EIN 58-1036724 | Insurance Broker | $47,236 |
AFS ADVISORS, LLC3 years Filed as: AFS ADVISORS Service code 27 · EIN 27-4398433 | Advisory (Plan) | $45,000 |
BANKS, FINLEY, WHITE & CO.2 years Service code 10 · EIN 58-1779663 | Accounting | $5,775 |
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 | $48,766 | $89,569-45.6% | $76,817-36.5% | $89,569-45.6% |
| Participation rate | 76.1% | 69.6%+6.5pp | 72.1%+4.0pp | 69.6%+6.5pp |
| Annual return | 22.62% | 34.56%-11.9pp | 1166.11%-1143.5pp | 34.56%-11.9pp |
| Employer contribution / active EE | $1,417 | $2,584-45.2% | $2,302-38.4% | $2,584-45.2% |
| Participant deferral / active EE | $2,704 | $4,220-35.9% | $3,336-19.0% | $4,220-35.9% |
| Admin fee / account holder | $68 | $72-4.9% | $6,420-98.9% | $72-4.9% |