Filed December 31, 1996
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 | $62,968 |
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR, RIGGS, & INGRAM LLC Service code 27 · EIN 72-1396621 | Advisory (Plan) | $8,000 |
Filed as: WILBANKS, SMITH & THOMAS, LLC Service code 27 · EIN 54-2005153 | Advisory (Plan) | $4,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,465 | $88,122+124.1% | $141,162+39.9% | $67,579+192.2% |
| Participation rate | 68.9% | 76.5%-7.6pp | 82.5%-13.6pp | 71.3%-2.4pp |
| Annual return | 20.54% | 75.40%-54.9pp | 71.39%-50.9pp | 378.56%-358.0pp |
| Employer contribution / active EE | $5,099 | $3,224+58.1% | $4,735+7.7% | $2,148+137.4% |
| Participant deferral / active EE | $5,136 | $5,958-13.8% | $6,709-23.5% | $3,539+45.1% |
| Admin fee / account holder | $199 | $131+52.2% | $10,261-98.1% | $142+40.0% |