Filed September 30, 1992
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $17,214 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $193,974 | $70,002+177.1% | $115,037+68.6% | $52,331+270.7% |
| Participation rate | 94.8% | 72.1%+22.7pp | 81.4%+13.4pp | 68.1%+26.7pp |
| Annual return | -0.42% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $11,532 | $2,715+324.8% | $4,608+150.3% | $1,882+512.8% |
| Participant deferral / active EE | $8,924 | $4,920+81.4% | $6,026+48.1% | $3,022+195.3% |
| Admin fee / account holder | $623 | $566+10.1% | $8,175-92.4% | $592+5.3% |