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.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $12,833 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB CO, INC Service code 71 · EIN 94-1737782 | Brokerage Fees | $7,127 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,931 | $80,354-8.0% | $133,980-44.8% | $63,975+15.6% |
| Participation rate | 98.9% | 87.5%+11.3pp | 87.1%+11.8pp | 71.1%+27.7pp |
| Annual return | 10.19% | 13.11%-2.9pp | 29.30%-19.1pp | 48.65%-38.5pp |
| Employer contribution / active EE | $2,555 | $3,503-27.1% | $5,211-51.0% | $2,182+17.1% |
| Participant deferral / active EE | $4,775 | $5,239-8.8% | $6,282-24.0% | $3,356+42.3% |
| Admin fee / account holder | $85 | $69+23.2% | $9,324-99.1% | $70+21.3% |