Filed July 14, 1993
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 Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $12,383 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,330 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $425 |
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 | $53,428 | $56,629-5.7% | $77,999-31.5% | $55,167-3.2% |
| Participation rate | 76.5% | 73.3%+3.2pp | 75.5%+0.9pp | 69.0%+7.5pp |
| Annual return | 7.21% | 2866.98%-2859.8pp | 425.96%-418.7pp | 169.23%-162.0pp |
| Employer contribution / active EE | $451 | $1,723-73.8% | $2,470-81.7% | $1,963-77.0% |
| Participant deferral / active EE | $2,906 | $2,777+4.6% | $3,497-16.9% | $3,054-4.9% |
| Admin fee / account holder | $38 | $467-91.8% | $5,480-99.3% | $504-92.4% |