Filed April 21, 1997 (most recent of 2 filings on file)
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 | $136,126 |
MERCER2+ years Filed as: MERCER DC ADVISORS Service code 27 · EIN 06-1685865 | Advisory (Plan) | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,956 | $58,758-67.7% | $70,014-72.9% | $63,975-70.4% |
| Participation rate | 52.0% | 77.5%-25.5pp | 71.8%-19.9pp | 71.1%-19.2pp |
| Annual return | 7.32% | 18.05%-10.7pp | 12.99%-5.7pp | 48.65%-41.3pp |
| Employer contribution / active EE | $0 | $1,973-100.0% | $2,338-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,328 | $2,912-54.4% | $2,931-54.7% | $3,356-60.4% |
| Admin fee / account holder | $119 | $71+67.7% | $4,380-97.3% | $70+69.1% |