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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $105,610 |
Filed as: KESTRA FINANCIAL INC. Service code 27 · EIN 47-1566880 | Advisory (Plan) | $54,881 |
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 | $48,800 | $44,473+9.7% | $76,523-36.2% | $55,725-12.4% |
| Participation rate | 97.8% | 51.0%+46.8pp | 68.0%+29.8pp | 70.9%+27.0pp |
| Annual return | -5.63% | -2.01%-3.6pp | -0.27%-5.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $671 | $1,101-39.0% | $2,647-74.6% | $2,078-67.7% |
| Participant deferral / active EE | $3,603 | $1,988+81.3% | $3,835-6.1% | $3,356+7.4% |
| Admin fee / account holder | $220 | $134+63.9% | $4,848-95.5% | $115+90.9% |