Filed May 13, 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,335,773 |
BPS&M2+ years Service code 49 · EIN 62-0853448 | Other Services | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,906 | $39,443-34.3% | $73,545-64.8% | $80,976-68.0% |
| Participation rate | 15.2% | 35.9%-20.8pp | 54.9%-39.8pp | 68.3%-53.1pp |
| Annual return | 21.48% | 18.39%+3.1pp | -15.16%+36.6pp | 22.91%-1.4pp |
| Employer contribution / active EE | $86 | $463-81.4% | $1,219-92.9% | $2,402-96.4% |
| Participant deferral / active EE | $280 | $1,131-75.2% | $1,806-84.5% | $3,848-92.7% |
| Admin fee / account holder | $47 | $72-35.0% | $2,320-98.0% | $67-30.5% |