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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,006,525 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $564,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,292 | $106,520-45.3% | $86,874-32.9% | $106,520-45.3% |
| Participation rate | 77.7% | 71.3%+6.4pp | 71.6%+6.1pp | 71.3%+6.4pp |
| Annual return | 14.29% | 19.28%-5.0pp | 63.52%-49.2pp | 19.28%-5.0pp |
| Employer contribution / active EE | $1,842 | $2,840-35.2% | $2,495-26.2% | $2,840-35.2% |
| Participant deferral / active EE | $3,263 | $4,948-34.1% | $3,699-11.8% | $4,948-34.1% |
| Admin fee / account holder | $82 | $75+9.6% | $5,828-98.6% | $75+9.6% |