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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $123,593 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,773 |
MAYER HOFFMAN MCCANN P.C.6+ years Service code 10 · EIN 43-1947695 | Accounting | $22,260 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $118,167 | $36,939+219.9% | $80,716+46.4% | $93,030+27.0% |
| Participation rate | 91.9% | 32.6%+59.4pp | 54.2%+37.8pp | 73.9%+18.0pp |
| Annual return | 14.70% | 17.55%-2.9pp | 87.28%-72.6pp | 158.70%-144.0pp |
| Employer contribution / active EE | $4,918 | $455+980.7% | $1,160+324.0% | $2,706+81.8% |
| Participant deferral / active EE | $4,974 | $1,044+376.5% | $2,146+131.8% | $4,562+9.0% |
| Admin fee / account holder | $187 | $162+16.0% | $3,380-94.5% | $152+23.6% |