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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,534,857 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $93,477 |
FINDLEY2 years 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,581 | $48,082-55.1% | $77,482-72.1% | $106,222-79.7% |
| Participation rate | 19.8% | 33.6%-13.7pp | 54.2%-34.4pp | 70.8%-51.0pp |
| Annual return | -13.37% | 15.72%-29.1pp | 54.79%-68.2pp | 21.69%-35.1pp |
| Employer contribution / active EE | $172 | $457-62.5% | $986-82.6% | $2,723-93.7% |
| Participant deferral / active EE | $414 | $1,043-60.3% | $1,861-77.8% | $4,600-91.0% |
| Admin fee / account holder | $56 | $79-29.6% | $2,858-98.0% | $78-28.6% |