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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,749,647 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $45,791 |
FINDLEY1 year Service code 49 · EIN 34-1213174 | Other Services | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,483 | $43,471-39.1% | $74,701-64.5% | $89,569-70.4% |
| Participation rate | 18.1% | 36.3%-18.1pp | 54.5%-36.3pp | 69.6%-51.5pp |
| Annual return | 13.44% | 24.97%-11.5pp | 752.92%-739.5pp | 34.56%-21.1pp |
| Employer contribution / active EE | $242 | $554-56.2% | $1,084-77.6% | $2,584-90.6% |
| Participant deferral / active EE | $353 | $1,177-70.0% | $1,964-82.0% | $4,220-91.6% |
| Admin fee / account holder | $57 | $74-23.2% | $3,333-98.3% | $72-20.8% |