Filed December 29, 1994
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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,011 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $7,074 |
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 | $108,106 | $43,504+148.5% | $68,793+57.1% | $56,287+92.1% |
| Participation rate | 78.8% | 67.8%+11.0pp | 72.2%+6.6pp | 69.9%+9.0pp |
| Annual return | -2.33% | -3.15%+0.8pp | -4.63%+2.3pp | -9.96%+7.6pp |
| Employer contribution / active EE | $1,419 | $1,525-7.0% | $2,625-46.0% | $2,111-32.8% |
| Participant deferral / active EE | $2,432 | $2,509-3.1% | $3,311-26.5% | $3,350-27.4% |
| Admin fee / account holder | $285 | $515-44.7% | $5,131-94.5% | $521-45.4% |