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, LLC3+ years Service code 10 · EIN 27-0316262 | Accounting | $8,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $5,483 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 34-1542819 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,994 | $81,537+38.6% | $149,718-24.5% | $69,631+62.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 13.76% | 22.79%-9.0pp | 1501.63%-1487.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $3,810 | $3,239+17.6% | $5,445-30.0% | $2,032+87.5% |
| Participant deferral / active EE | $3,564 | $4,994-28.6% | $6,569-45.8% | $3,224+10.5% |
| Admin fee / account holder | $24 | $107-77.2% | $11,283-99.8% | $110-78.0% |