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 FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,783 |
Service code 49 · EIN 04-1590850 | Other Services | $4,181 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years 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 | $71,428 | $79,523-10.2% | $140,016-49.0% | $56,287+26.9% |
| Participation rate | 95.0% | 85.7%+9.3pp | 87.5%+7.5pp | 69.9%+25.2pp |
| Annual return | -3.96% | 2.39%-6.3pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $851 | $3,350-74.6% | $5,606-84.8% | $2,111-59.7% |
| Participant deferral / active EE | $5,061 | $5,129-1.3% | $6,927-26.9% | $3,350+51.1% |
| Admin fee / account holder | $20 | $614-96.7% | $10,705-99.8% | $521-96.1% |