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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,376 |
CARR, RIGGS & INGRAM, LLC4 years Filed as: CARR, RIGGS, & INGRAM LLC Service code 27 · EIN 72-1396621 | Advisory (Plan) | $18,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $238,329 | $100,801+136.4% | $149,696+59.2% | $73,409+224.7% |
| Participation rate | 70.4% | 77.7%-7.3pp | 82.5%-12.1pp | 72.2%-1.8pp |
| Annual return | 16.29% | 265.34%-249.0pp | 276.60%-260.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $13,944 | $3,312+321.1% | $4,644+200.3% | $2,234+524.3% |
| Participant deferral / active EE | $7,223 | $6,404+12.8% | $6,842+5.6% | $3,805+89.8% |
| Admin fee / account holder | $216 | $181+19.2% | $9,309-97.7% | $158+36.5% |