Filed January 6, 2006
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 |
|---|---|---|
MOORE GRIDER & COMPANY5+ years Service code 10 · EIN 94-2191284 | Accounting | $33,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $15,331 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,901 | $105,247+11.1% | $87,100+34.2% | $77,787+50.3% |
| Participation rate | 96.0% | 85.8%+10.2pp | 76.9%+19.2pp | 73.2%+22.8pp |
| Annual return | 21.41% | 24.52%-3.1pp | 28.19%-6.8pp | 32.57%-11.2pp |
| Employer contribution / active EE | $3,603 | $2,895+24.5% | $2,521+42.9% | $2,504+43.8% |
| Participant deferral / active EE | $6,445 | $5,060+27.4% | $4,049+59.2% | $3,967+62.4% |
| Admin fee / account holder | $33 | $104-68.8% | $7,497-99.6% | $100-67.4% |