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) | $36,458 |
Service code 49 · EIN 04-1590850 | Other Services | $2,754 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 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 | $100,581 | $136,307-26.2% | $177,821-43.4% | $73,488+36.9% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.7%+8.3pp | 70.7%+25.4pp |
| Annual return | 14.63% | 18.68%-4.0pp | 48.32%-33.7pp | 28.51%-13.9pp |
| Employer contribution / active EE | $985 | $3,712-73.5% | $5,918-83.4% | $2,270-56.6% |
| Participant deferral / active EE | $6,162 | $5,829+5.7% | $7,714-20.1% | $3,740+64.8% |
| Admin fee / account holder | $13 | $596-97.8% | $12,427-99.9% | $513-97.4% |