Filed May 30, 1997
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $84,621 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORK ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $41,200 |
GRAY, GRAY & GRAY2+ years Service code 10 · EIN 04-2088368 | Accounting | $9,900 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,708 | $80,177+268.8% | $123,892+138.7% | $57,658+412.9% |
| Participation rate | 90.6% | 74.4%+16.2pp | 81.4%+9.2pp | 70.2%+20.4pp |
| Annual return | 9.72% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $10,443 | $2,913+258.5% | $4,617+126.2% | $1,974+429.1% |
| Participant deferral / active EE | $10,631 | $5,130+107.2% | $5,984+77.7% | $3,061+247.4% |
| Admin fee / account holder | $215 | $106+102.3% | $8,357-97.4% | $95+127.5% |