Filed March 23, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,224 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,486 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,382 | $62,581-19.5% | $124,672-59.6% | $86,799-42.0% |
| Participation rate | 94.1% | 56.9%+37.3pp | 74.6%+19.5pp | 72.3%+21.8pp |
| Annual return | 8.29% | 26.67%-18.4pp | 5142.93%-5134.6pp | 97.91%-89.6pp |
| Employer contribution / active EE | $2,086 | $1,604+30.0% | $3,324-37.2% | $2,405-13.3% |
| Participant deferral / active EE | $2,437 | $2,725-10.6% | $4,614-47.2% | $4,131-41.0% |
| Admin fee / account holder | $130 | $170-23.6% | $7,493-98.3% | $170-23.5% |