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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $191,256 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING, INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $21,324 |
LESLEY DEBUQUE6+ years Filed as: LESLEY THOMAS SCHWARZ & POSTMA, INC Service code 10 · EIN 95-3864890 | Accounting | $10,100 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,285 |
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 | $44,276 | $56,095-21.1% | $178,490-75.2% | $90,288-51.0% |
| Participation rate | 25.2% | 65.6%-40.3pp | 81.9%-56.7pp | 73.4%-48.1pp |
| Annual return | 13.12% | 28.81%-15.7pp | 151.07%-137.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,285 | $2,669-51.9% | $5,202-75.3% | $4,232-69.6% |
| Admin fee / account holder | $128 | $101+27.2% | $13,984-99.1% | $114+12.3% |