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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $106,639 |
HAYS FINANCIAL GROUP1 year Filed as: HAYS Service code 27 · EIN 41-1931920 | Advisory (Plan) | $31,569 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISOR, INC. Service code 16 · EIN 20-8874282 | Consulting | $18,750 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,746 | $25,165+54.0% | $73,545-47.3% | $77,958-50.3% |
| Participation rate | 13.2% | 36.6%-23.5pp | 54.9%-41.8pp | 71.6%-58.5pp |
| Annual return | 13.67% | 18.12%-4.5pp | -15.16%+28.8pp | 20.87%-7.2pp |
| Employer contribution / active EE | $282 | $395-28.6% | $1,219-76.8% | $2,310-87.8% |
| Participant deferral / active EE | $637 | $898-29.0% | $1,806-64.7% | $3,537-82.0% |
| Admin fee / account holder | $111 | $76+46.1% | $2,320-95.2% | $97+13.7% |