Filed February 23, 1999
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 |
|---|---|---|
PAYNE & SMITH, LLC2+ years Service code 49 · EIN 27-0316262 | Other Services | $8,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $6,035 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,805 | $71,802+39.0% | $133,980-25.5% | $57,658+73.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 8.33% | 13.51%-5.2pp | 29.30%-21.0pp | 5.13%+3.2pp |
| Employer contribution / active EE | $3,803 | $3,161+20.3% | $5,211-27.0% | $1,974+92.7% |
| Participant deferral / active EE | $3,302 | $4,606-28.3% | $6,282-47.4% | $3,061+7.9% |
| Admin fee / account holder | $26 | $88-70.5% | $9,324-99.7% | $95-72.6% |