Filed June 9, 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $132,040 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $16,020 |
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 | $88,097 | $39,458+123.3% | $60,547+45.5% | $55,191+59.6% |
| Participation rate | 74.0% | 59.6%+14.4pp | 68.0%+6.0pp | 69.2%+4.8pp |
| Annual return | -0.88% | 3.35%-4.2pp | 335.64%-336.5pp | 10.78%-11.7pp |
| Employer contribution / active EE | $3,936 | $1,210+225.4% | $2,419+62.7% | $1,899+107.3% |
| Participant deferral / active EE | $3,987 | $2,140+86.3% | $3,328+19.8% | $3,046+30.9% |
| Admin fee / account holder | $174 | $95+82.4% | $4,536-96.2% | $91+91.2% |