Filed April 27, 1993
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,776 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
KEITH R SOLTIS3 years Service code 53 1305 CAMPUS PKWY STE 100 · WALL TOWNSHIP, NJ 07753 | Insurance Commissions | $0 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,171 | $49,138+189.3% | $84,015+69.2% | $65,185+118.1% |
| Participation rate | 95.0% | 60.7%+34.3pp | 69.0%+26.0pp | 70.2%+24.8pp |
| Annual return | 2.07% | 23.00%-20.9pp | 71.31%-69.2pp | 29.38%-27.3pp |
| Employer contribution / active EE | $1,748 | $914+91.3% | $1,983-11.9% | $2,177-19.7% |
| Participant deferral / active EE | $7,088 | $2,397+195.7% | $3,239+118.9% | $3,514+101.7% |
| Admin fee / account holder | $17 | $543-96.8% | $6,101-99.7% | $847-98.0% |