Filed August 22, 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 · EIN 34-1542819 | Advisory (Plan) | $33,781 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN FINK BOYCE & ASTLE LLP Service code 10 · EIN 68-0000424 | Accounting | $23,690 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,238 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $50,584 | $50,106+1.0% | $70,014-27.8% | $57,658-12.3% |
| Participation rate | 99.2% | 70.9%+28.3pp | 71.8%+27.4pp | 70.2%+29.0pp |
| Annual return | 5.97% | 14.58%-8.6pp | 12.99%-7.0pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,516 | $1,739-12.8% | $2,338-35.2% | $1,974-23.2% |
| Participant deferral / active EE | $3,927 | $2,486+58.0% | $2,931+34.0% | $3,061+28.3% |
| Admin fee / account holder | $106 | $89+18.9% | $4,380-97.6% | $95+12.2% |