Filed September 23, 1998
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 | $212,688 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 22-2232264 | Pension Consulting | $20,000 |
LESLEY DEBUQUE3+ years Filed as: LESLEY THOMAS SCHWARZ & POSTMA, INC Service code 10 · EIN 95-3864890 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,079 | $48,835-30.2% | $170,442-80.0% | $177,276-80.8% |
| Participation rate | 21.6% | 72.1%-50.5pp | 83.6%-62.0pp | 74.8%-53.3pp |
| Annual return | 12.59% | 19.44%-6.8pp | 205.93%-193.3pp | 21.25%-8.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $884 | $2,757-68.0% | $4,939-82.1% | $3,881-77.2% |
| Admin fee / account holder | $113 | $52+117.2% | $13,880-99.2% | $154-26.8% |