Filed April 30, 2008 (most recent of 2 filings on file)
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 | $205,949 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $16,900 |
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 | $80,605 | $23,119+248.6% | $71,086+13.4% | $75,289+7.1% |
| Participation rate | 97.5% | 36.3%+61.2pp | 54.7%+42.9pp | 72.4%+25.1pp |
| Annual return | 2.34% | -3.32%+5.7pp | 650.59%-648.2pp | -0.04%+2.4pp |
| Employer contribution / active EE | $4,803 | $399+1104.0% | $1,088+341.6% | $2,405+99.7% |
| Participant deferral / active EE | $4,664 | $960+385.8% | $1,874+148.9% | $3,739+24.8% |
| Admin fee / account holder | $134 | $89+49.5% | $3,082-95.7% | $102+30.8% |