Filed November 30, 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 | $226,016 |
INNOVEST PORTFOLIO SOLUTIONS LLC2+ years Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $38,049 |
EIDE BAILLY LLP2+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $12,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,463 | $36,700+15.7% | $171,082-75.2% | $63,975-33.6% |
| Participation rate | 48.4% | 61.5%-13.1pp | 76.7%-28.3pp | 71.1%-22.7pp |
| Annual return | 8.58% | 12.80%-4.2pp | 32.56%-24.0pp | 48.65%-40.1pp |
| Employer contribution / active EE | $693 | $1,210-42.8% | $4,002-82.7% | $2,182-68.2% |
| Participant deferral / active EE | $1,565 | $2,696-41.9% | $4,797-67.4% | $3,356-53.4% |
| Admin fee / account holder | $156 | $68+131.7% | $8,520-98.2% | $70+122.2% |