Filed September 20, 1999
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $693,825 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN Service code 50 · EIN 13-4064930 | Direct Payment | $127,870 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE PRAIRIE GROUP Service code 27 · EIN 76-0701903 | Advisory (Plan) | $18,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 50 · EIN 04-1867445 | Direct Payment | $12,501 |
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 | $18,549 | $38,963-52.4% | $71,796-74.2% | $329,111-94.4% |
| Participation rate | 97.4% | 53.8%+43.7pp | 69.1%+28.3pp | 67.9%+29.6pp |
| Annual return | 10.02% | 9.85%+0.2pp | 78.04%-68.0pp | 16.35%-6.3pp |
| Employer contribution / active EE | $1,640 | $758+116.3% | $1,924-14.8% | $2,303-28.8% |
| Participant deferral / active EE | $1,816 | $1,286+41.2% | $2,794-35.0% | $3,682-50.7% |
| Admin fee / account holder | $52 | $50+3.7% | $4,815-98.9% | $754-93.1% |