Filed December 17, 1996
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 | $98,384 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $40,598 |
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 | $42,053 | $27,330+53.9% | $67,711-37.9% | $55,191-23.8% |
| Participation rate | 98.4% | 47.5%+50.9pp | 67.5%+30.9pp | 69.2%+29.3pp |
| Annual return | -0.14% | 8.81%-9.0pp | 25.41%-25.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $593 | $855-30.7% | $2,559-76.8% | $1,899-68.8% |
| Participant deferral / active EE | $3,293 | $1,709+92.7% | $3,585-8.1% | $3,046+8.1% |
| Admin fee / account holder | $211 | $109+92.9% | $4,255-95.0% | $91+132.2% |