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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $122,935 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISOR, INC. Service code 16 · EIN 20-8874282 | Consulting | $78,750 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,920 |
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 | $33,906 | $22,291+52.1% | $69,182-51.0% | $63,975-47.0% |
| Participation rate | 13.5% | 35.3%-21.8pp | 55.1%-41.6pp | 71.1%-57.6pp |
| Annual return | 7.16% | 9.30%-2.1pp | -21.93%+29.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $312 | $325-4.1% | $1,206-74.1% | $2,182-85.7% |
| Participant deferral / active EE | $672 | $808-16.8% | $1,897-64.6% | $3,356-80.0% |
| Admin fee / account holder | $123 | $73+68.8% | $2,697-95.4% | $70+75.0% |