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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $116,513 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $20,220 |
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 | $85,126 | $39,819+113.8% | $67,834+25.5% | $57,658+47.6% |
| Participation rate | 77.5% | 61.2%+16.3pp | 68.8%+8.7pp | 70.2%+7.3pp |
| Annual return | 6.08% | 9.19%-3.1pp | 138.47%-132.4pp | 5.13%+0.9pp |
| Employer contribution / active EE | $4,005 | $1,277+213.7% | $2,403+66.7% | $1,974+102.9% |
| Participant deferral / active EE | $3,976 | $2,209+80.0% | $3,160+25.8% | $3,061+29.9% |
| Admin fee / account holder | $147 | $84+76.1% | $4,622-96.8% | $95+55.8% |