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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,009,914 |
AFS ADVISORS, LLC1 year Service code 27 · EIN 27-4398433 | Advisory (Plan) | $45,000 |
PRITCHARD & JERDEN, INC1 year Filed as: PRITCHARD & JERDEN Service code 23 · EIN 45-0491669 | Insurance services; Direct payment fr... | $42,427 |
SMITH & HOWARD, PC4 years Filed as: SMITH & HOWARD Service code 27 · EIN 58-1250486 | Advisory (Plan) | $40,000 |
FINDLEY1 year Service code 29 · EIN 34-1213174 | Legal | $6,400 |
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 | $51,407 | $106,222-51.6% | $81,930-37.3% | $106,222-51.6% |
| Participation rate | 76.1% | 70.8%+5.3pp | 72.0%+4.2pp | 70.8%+5.3pp |
| Annual return | 22.59% | 21.69%+0.9pp | 29.49%-6.9pp | 21.69%+0.9pp |
| Employer contribution / active EE | $1,334 | $2,723-51.0% | $4,310-69.0% | $2,723-51.0% |
| Participant deferral / active EE | $2,883 | $4,600-37.3% | $7,107-59.4% | $4,600-37.3% |
| Admin fee / account holder | $59 | $78-24.8% | $5,158-98.9% | $78-24.8% |