Filed December 8, 1998
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,615 |
ACCESS WEALTH MANAGEMENT INC1+ years Filed as: ACCESS WEALTH MANAGEMENT Service code 27 · EIN 20-1884628 | Advisory (Plan) | $5,666 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $4,718 |
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 | $80,937 | $51,244+57.9% | $80,9750% | $55,167+46.7% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.0%+2.4pp |
| Annual return | 6.66% | 17.39%-10.7pp | 17.10%-10.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $662 | $1,770-62.6% | $3,714-82.2% | $1,963-66.3% |
| Participant deferral / active EE | $3,173 | $4,418-28.2% | $5,696-44.3% | $3,054+3.9% |
| Admin fee / account holder | $127 | $398-68.2% | $5,516-97.7% | $504-74.8% |