Filed January 31, 1995
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $149,522 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISOR, INC. Service code 16 · EIN 20-8874282 | Consulting | $37,500 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $11,804 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE DEAKINS NASH SMOAK STEWARD Service code 50 · EIN 57-1044820 | Direct Payment | $6,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,593 | $21,965+43.8% | $59,496-46.9% | $59,188-46.6% |
| Participation rate | 17.1% | 32.6%-15.5pp | 54.6%-37.5pp | 69.4%-52.3pp |
| Annual return | -1.34% | 22.15%-23.5pp | 182.05%-183.4pp | 5.51%-6.8pp |
| Employer contribution / active EE | $254 | $316-19.9% | $1,153-78.0% | $2,098-87.9% |
| Participant deferral / active EE | $639 | $732-12.6% | $1,829-65.0% | $3,265-80.4% |
| Admin fee / account holder | $138 | $74+84.9% | $2,232-93.8% | $92+49.1% |