Filed March 4, 1999
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $83,914 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $78,349 |
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 | $58,293 | $69,305-15.9% | $82,313-29.2% | $69,631-16.3% |
| Participation rate | 98.9% | 80.3%+18.6pp | 76.9%+22.0pp | 70.7%+28.2pp |
| Annual return | 19.14% | 21.47%-2.3pp | 25.88%-6.7pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,617 | $1,887-14.3% | $2,428-33.4% | $2,032-20.4% |
| Participant deferral / active EE | $5,193 | $3,568+45.5% | $3,706+40.1% | $3,224+61.1% |
| Admin fee / account holder | $204 | $97+109.8% | $5,608-96.4% | $110+84.6% |