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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $129,898 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,609 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $400,324 | $100,801+297.1% | $149,696+167.4% | $73,409+445.3% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.5%+14.4pp | 72.2%+24.7pp |
| Annual return | 14.12% | 265.34%-251.2pp | 276.60%-262.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $10,527 | $3,312+217.9% | $4,644+126.7% | $2,234+371.3% |
| Participant deferral / active EE | $12,018 | $6,404+87.6% | $6,842+75.7% | $3,805+215.8% |
| Admin fee / account holder | $254 | $181+40.6% | $9,309-97.3% | $158+61.0% |