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 & COMPANY1 year Filed as: MOORE GRIDER Service code 10 · EIN 94-2191284 | Accounting | $32,865 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 10 · EIN 22-1211670 | Accounting | $7,568 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $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 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 | $133,036 | $176,491-24.6% | $95,952+38.6% | $90,288+47.3% |
| Participation rate | 99.3% | 86.6%+12.7pp | 77.1%+22.2pp | 73.4%+25.9pp |
| Annual return | 17.59% | 20.14%-2.6pp | 91.61%-74.0pp | 53.97%-36.4pp |
| Employer contribution / active EE | $4,739 | $2,789+69.9% | $2,541+86.5% | $2,524+87.8% |
| Participant deferral / active EE | $6,772 | $5,340+26.8% | $4,167+62.5% | $4,232+60.0% |
| Admin fee / account holder | $26 | $154-83.4% | $6,795-99.6% | $114-77.6% |