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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $135,224 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $18,720 |
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 | $93,889 | $44,059+113.1% | $71,671+31.0% | $69,631+34.8% |
| Participation rate | 84.9% | 60.8%+24.1pp | 68.7%+16.1pp | 70.7%+14.2pp |
| Annual return | 16.49% | 21.97%-5.5pp | 20.65%-4.2pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $4,813 | $1,305+268.9% | $2,460+95.7% | $2,032+136.8% |
| Participant deferral / active EE | $4,788 | $2,370+102.1% | $3,438+39.3% | $3,224+48.5% |
| Admin fee / account holder | $158 | $108+47.1% | $5,558-97.2% | $110+43.4% |