Filed April 25, 2000
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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $429,493 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTANTS, INC. Service code 16 · EIN 84-0854432 | Consulting | $68,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $23,395 | $49,138-52.4% | $84,015-72.2% | $65,185-64.1% |
| Participation rate | 70.9% | 60.7%+10.2pp | 69.0%+1.9pp | 70.2%+0.7pp |
| Annual return | 15.12% | 23.00%-7.9pp | 71.31%-56.2pp | 29.38%-14.3pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $18,980 | $2,397+691.8% | $3,239+486.1% | $3,514+440.2% |
| Admin fee / account holder | $94 | $543-82.7% | $6,101-98.5% | $847-88.9% |