Filed April 21, 2004
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 | $187,046 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 27 · EIN 91-0189318 | Advisory (Plan) | $43,305 |
PENSION PLAN SERVICES1 year Service code 27 · EIN 38-2154774 | Advisory (Plan) | $6,305 |
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 | $59,110 | $44,989+31.4% | $170,442-65.3% | $77,958-24.2% |
| Participation rate | 97.4% | 64.6%+32.8pp | 83.6%+13.8pp | 71.6%+25.8pp |
| Annual return | 20.28% | 19.61%+0.7pp | 205.93%-185.7pp | 20.87%-0.6pp |
| Employer contribution / active EE | $1,619 | $1,466+10.4% | $5,433-70.2% | $2,310-29.9% |
| Participant deferral / active EE | $4,873 | $2,208+120.7% | $4,939-1.4% | $3,537+37.8% |
| Admin fee / account holder | $126 | $69+83.4% | $13,880-99.1% | $97+29.9% |