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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,267 |
CAPFINANCIAL PARTNERS LLC2+ 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 | $205,346 | $75,183+173.1% | $123,892+65.7% | $55,167+272.2% |
| Participation rate | 81.9% | 72.8%+9.0pp | 81.4%+0.5pp | 69.0%+12.9pp |
| Annual return | 6.89% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $9,984 | $2,823+253.6% | $4,617+116.2% | $1,963+408.7% |
| Participant deferral / active EE | $7,596 | $5,084+49.4% | $5,984+26.9% | $3,054+148.7% |
| Admin fee / account holder | $501 | $663-24.5% | $8,357-94.0% | $504-0.7% |