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.1 year Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $1,594,995 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $16,910 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,077 | $51,728-39.9% | $80,716-61.5% | $106,520-70.8% |
| Participation rate | 22.5% | 33.9%-11.4pp | 54.2%-31.6pp | 71.3%-48.8pp |
| Annual return | 48.20% | 32.29%+15.9pp | 87.28%-39.1pp | 19.28%+28.9pp |
| Employer contribution / active EE | $168 | $460-63.5% | $1,160-85.5% | $2,840-94.1% |
| Participant deferral / active EE | $430 | $1,076-60.1% | $2,146-80.0% | $4,948-91.3% |
| Admin fee / account holder | $41 | $80-48.4% | $3,380-98.8% | $75-44.4% |