Filed July 31, 1995
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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $9,081 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB CO, INC Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,734 |
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 | $66,801 | $75,760-11.8% | $123,104-45.7% | $59,188+12.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -0.77% | 2.93%-3.7pp | 13.22%-14.0pp | 5.51%-6.3pp |
| Employer contribution / active EE | $2,633 | $3,415-22.9% | $5,151-48.9% | $2,098+25.5% |
| Participant deferral / active EE | $4,957 | $5,000-0.9% | $6,230-20.4% | $3,265+51.8% |
| Admin fee / account holder | $91 | $61+49.0% | $9,015-99.0% | $92-1.9% |