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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $215,483 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 22-2232264 | Pension Consulting | $20,000 |
LESLEY DEBUQUE4+ years Filed as: LESLEY THOMAS SCHWARZ & POSTMA, INC Service code 10 · EIN 95-3864890 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $34,969 | $44,007-20.5% | $154,107-77.3% | $68,904-49.3% |
| Participation rate | 21.1% | 70.0%-48.9pp | 83.0%-61.9pp | 74.1%-53.0pp |
| Annual return | -4.71% | 8.15%-12.9pp | 735.12%-739.8pp | 1.07%-5.8pp |
| Employer contribution / active EE | -$0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $1,108 | $2,813-60.6% | $5,081-78.2% | $4,015-72.4% |
| Admin fee / account holder | $126 | $65+94.8% | $13,411-99.1% | $71+76.9% |