Filed March 11, 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 Filed as: WELLS FARGO ADVISORS Service code 27 6303 WATERFORD BOULEVARD SUITE 100 · OKLAHOMA CITY, OK 73118 | Advisory (Plan) | $93,177 |
SMITH, CARNEY & CO., P.C.1+ years Filed as: SMITH CARNEY & COMPANY PC Service code 10 · EIN 73-1225615 | Accounting | $15,690 |
M.R. MEYERS & ASSOCIATES PC2+ years Service code 13 · EIN 73-1431648 | Contract Administrator | $14,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,221 | $56,629+62.9% | $77,999+18.2% | $55,167+67.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 21.26% | 2866.98%-2845.7pp | 425.96%-404.7pp | 169.23%-148.0pp |
| Employer contribution / active EE | $1,286 | $1,723-25.4% | $2,470-47.9% | $1,963-34.5% |
| Participant deferral / active EE | $1,739 | $2,777-37.4% | $3,497-50.3% | $3,054-43.1% |
| Admin fee / account holder | $771 | $467+65.4% | $5,480-85.9% | $504+53.1% |