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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $75,872 |
Filed as: KESTRA FINANCIAL INC. Service code 27 · EIN 47-1566880 | Advisory (Plan) | $43,540 |
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 | $83,971 | $39,948+110.2% | $89,391-6.1% | $73,409+14.4% |
| Participation rate | 99.1% | 50.4%+48.7pp | 68.0%+31.1pp | 72.2%+26.9pp |
| Annual return | 18.89% | 50.12%-31.2pp | 245.62%-226.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $737 | $1,200-38.6% | $2,586-71.5% | $2,234-67.0% |
| Participant deferral / active EE | $4,040 | $2,193+84.2% | $3,890+3.9% | $3,805+6.2% |
| Admin fee / account holder | $200 | $134+49.3% | $4,881-95.9% | $158+26.9% |