Filed October 7, 2016 (most recent of 3 filings on file)
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 | $113,622 |
Filed as: PRUDENTIAL RETIRE INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $26,972 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO., INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $5,411 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,455 | $37,044-23.2% | $71,796-60.4% | $57,658-50.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | -39.73% | 12.64%-52.4pp | 78.04%-117.8pp | 5.13%-44.9pp |
| Employer contribution / active EE | $748 | $720+3.9% | $1,924-61.1% | $1,974-62.1% |
| Participant deferral / active EE | $1,493 | $1,974-24.4% | $2,794-46.6% | $3,061-51.2% |
| Admin fee / account holder | $123 | $101+21.6% | $4,815-97.5% | $95+29.8% |