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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $109,969 |
Filed as: KESTRA FINANCIAL INC. Service code 27 · EIN 47-1566880 | Advisory (Plan) | $39,854 |
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 | $61,031 | $40,522+50.6% | $84,611-27.9% | $67,579-9.7% |
| Participation rate | 99.3% | 51.1%+48.2pp | 68.2%+31.1pp | 71.3%+28.0pp |
| Annual return | 23.36% | 32.72%-9.4pp | 258.74%-235.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $676 | $1,146-41.1% | $2,652-74.5% | $2,148-68.5% |
| Participant deferral / active EE | $4,251 | $2,132+99.4% | $3,899+9.0% | $3,539+20.1% |
| Admin fee / account holder | $216 | $145+48.4% | $4,912-95.6% | $142+51.5% |