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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,041 |
MERCER3+ years Filed as: MERCER DC ADVISORS Service code 27 · EIN 06-1685865 | Advisory (Plan) | $11,250 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $7,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,045 | $123,286-82.1% | $75,670-70.9% | $77,958-71.7% |
| Participation rate | 56.5% | 78.8%-22.2pp | 72.3%-15.8pp | 71.6%-15.1pp |
| Annual return | 16.70% | 20.45%-3.8pp | 27.34%-10.6pp | 20.87%-4.2pp |
| Employer contribution / active EE | $0 | $2,035-100.0% | $2,352-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,461 | $3,095-52.8% | $3,142-53.5% | $3,537-58.7% |
| Admin fee / account holder | $80 | $144-44.2% | $5,800-98.6% | $97-17.4% |