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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $93,862 |
Filed as: KESTRA FINANCIAL INC. Service code 27 · EIN 47-1566880 | Advisory (Plan) | $48,173 |
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 | $51,598 | $31,424+64.2% | $81,478-36.7% | $69,631-25.9% |
| Participation rate | 98.0% | 50.8%+47.2pp | 68.0%+30.1pp | 70.7%+27.3pp |
| Annual return | 17.65% | 22.44%-4.8pp | 38.78%-21.1pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $667 | $1,029-35.2% | $2,568-74.0% | $2,032-67.2% |
| Participant deferral / active EE | $3,437 | $1,838+87.0% | $3,537-2.8% | $3,224+6.6% |
| Admin fee / account holder | $199 | $103+93.6% | $4,561-95.6% | $110+79.9% |