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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $125,405 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,900 |
GRAY, GRAY & GRAY4+ years Service code 10 · EIN 04-2088368 | Accounting | $13,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $278,490 | $75,388+269.4% | $123,544+125.4% | $55,725+399.8% |
| Participation rate | 95.9% | 75.7%+20.2pp | 82.3%+13.6pp | 70.9%+25.0pp |
| Annual return | -4.60% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $10,817 | $3,063+253.1% | $4,628+133.8% | $2,078+420.5% |
| Participant deferral / active EE | $11,537 | $5,651+104.2% | $6,426+79.6% | $3,356+243.8% |
| Admin fee / account holder | $267 | $120+122.6% | $9,284-97.1% | $115+131.4% |