Filed April 8, 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.2+ years Filed as: WELLS FARGO ADVISORS Service code 10 65 MEMORIAL ROAD · WEST HARTFORD, CT 06107 | Accounting | $37,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,684 |
FRANK RIMERMAN & CO LLP1+ years Filed as: FRANK, RIMERMAN Service code 10 · EIN 94-1341042 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,804 |
Form 5500 reported that benefits due were not provided when due.
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 | $195,345 | $80,177+143.6% | $123,892+57.7% | $57,658+238.8% |
| Participation rate | 92.8% | 74.4%+18.4pp | 81.4%+11.4pp | 70.2%+22.6pp |
| Annual return | 7.92% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $8,188 | $2,913+181.1% | $4,617+77.3% | $1,974+314.8% |
| Participant deferral / active EE | $10,662 | $5,130+107.8% | $5,984+78.2% | $3,061+248.4% |
| Admin fee / account holder | $10 | $106-90.4% | $8,357-99.9% | $95-89.2% |