Filed May 15, 1995
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 |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,770 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,715 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 39-1777365 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,294 | $89,739-19.4% | $149,718-51.7% | $62,292+16.1% |
| Participation rate | 93.5% | 85.1%+8.3pp | 87.1%+6.4pp | 69.5%+23.9pp |
| Annual return | 15.28% | 21.01%-5.7pp | 1501.63%-1486.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $831 | $3,233-74.3% | $5,445-84.7% | $2,042-59.3% |
| Participant deferral / active EE | $4,934 | $4,797+2.9% | $6,569-24.9% | $3,169+55.7% |
| Admin fee / account holder | $13 | $551-97.7% | $11,283-99.9% | $479-97.3% |