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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $178,855 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,218 |
GRAY, GRAY & GRAY3+ years Service code 10 · EIN 04-2088368 | Accounting | $11,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $328,601 | $155,795+110.9% | $136,294+141.1% | $69,631+371.9% |
| Participation rate | 95.7% | 75.2%+20.4pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 17.86% | 232464.33%-232446.5pp | 5155.94%-5138.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $10,493 | $2,991+250.8% | $4,695+123.5% | $2,032+416.4% |
| Participant deferral / active EE | $11,151 | $5,394+106.7% | $6,247+78.5% | $3,224+245.9% |
| Admin fee / account holder | $355 | $128+177.0% | $9,243-96.2% | $110+221.7% |