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 FINANCIAL1 year Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,502 |
Service code 49 · EIN 04-1590850 | Other Services | $2,565 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 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 | $87,646 | $98,982-11.5% | $162,163-46.0% | $65,185+34.5% |
| Participation rate | 95.5% | 85.8%+9.7pp | 87.6%+7.9pp | 70.2%+25.3pp |
| Annual return | 21.24% | 24.84%-3.6pp | 115.59%-94.4pp | 29.38%-8.1pp |
| Employer contribution / active EE | $899 | $3,467-74.1% | $5,614-84.0% | $2,177-58.7% |
| Participant deferral / active EE | $5,582 | $5,384+3.7% | $7,298-23.5% | $3,514+58.9% |
| Admin fee / account holder | $12 | $596-97.9% | $10,843-99.9% | $847-98.5% |