Filed March 12, 2005
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 | $55,347 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 2700 SNELLING AVENUE NORTH · ROSEVILLE, MN 55113 | Recordkeeping | $37,082 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $216,824 | $133,040+63.0% | $119,258+81.8% | $79,386+173.1% |
| Participation rate | 95.2% | 80.9%+14.3pp | 82.7%+12.4pp | 70.7%+24.5pp |
| Annual return | 14.51% | 20.05%-5.5pp | 30.69%-16.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $9,862 | $4,390+124.6% | $4,384+124.9% | $2,427+306.3% |
| Participant deferral / active EE | $8,367 | $6,448+29.7% | $6,111+36.9% | $4,046+106.8% |
| Admin fee / account holder | $646 | $686-5.8% | $7,226-91.1% | $626+3.2% |