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, LLC1 year Filed as: PAYNE AND SMITH LLC Service code 10 · EIN 27-0316262 | Accounting | $8,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $5,819 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
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 | $134,651 | $111,608+20.6% | $177,821-24.3% | $73,409+83.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 16.04% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,114 | $3,796+8.4% | $5,918-30.5% | $2,234+84.2% |
| Participant deferral / active EE | $4,281 | $6,199-30.9% | $7,714-44.5% | $3,805+12.5% |
| Admin fee / account holder | $22 | $166-86.8% | $12,427-99.8% | $158-86.1% |