Filed December 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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,890 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 26 · EIN 34-1542819 | Advisory (Participants) | $28,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,827 | $59,417+15.8% | $93,606-26.5% | $74,495-7.6% |
| Participation rate | 63.7% | 59.7%+4.0pp | 68.7%-5.0pp | 67.2%-3.5pp |
| Annual return | 11.57% | 81.83%-70.3pp | 133.20%-121.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,220 | $1,264-3.5% | $2,420-49.6% | $2,623-53.5% |
| Participant deferral / active EE | $4,293 | $3,050+40.7% | $4,411-2.7% | $4,346-1.2% |
| Admin fee / account holder | $500 | $3,021-83.5% | $8,285-94.0% | $1,942-74.3% |