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, LLC4+ 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 | $7,053 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARINGSERVICES LLC Service code 22 · EIN 34-1542819 | Insurance Broker | $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 | $105,066 | $80,005+31.3% | $140,016-25.0% | $55,725+88.5% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.75% | 0.46%-5.2pp | 651.12%-655.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $4,136 | $3,403+21.6% | $5,606-26.2% | $2,078+99.0% |
| Participant deferral / active EE | $3,731 | $5,264-29.1% | $6,927-46.1% | $3,356+11.2% |
| Admin fee / account holder | $27 | $116-76.7% | $10,705-99.7% | $115-76.6% |