Filed October 18, 2004 (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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $510,537 |
CAP FINANCIAL PARTNERS, LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,445 |
TANNER LLC2+ years Service code 10 · EIN 20-2253063 | Accounting | $22,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,452 | $93,789-36.6% | $67,834-12.4% | $329,111-81.9% |
| Participation rate | 67.4% | 65.9%+1.6pp | 68.8%-1.4pp | 67.9%-0.4pp |
| Annual return | 9.35% | 17.51%-8.2pp | 138.47%-129.1pp | 16.35%-7.0pp |
| Employer contribution / active EE | $2,034 | $3,924-48.2% | $2,403-15.4% | $2,303-11.7% |
| Participant deferral / active EE | $2,962 | $3,663-19.1% | $3,160-6.3% | $3,682-19.6% |
| Admin fee / account holder | $62 | $82-24.3% | $4,622-98.7% | $754-91.8% |