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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,844 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,490 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN FINK BOYCE & ASTLE LLP Service code 10 · EIN 68-0000424 | Accounting | $8,300 |
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 | $57,766 | $53,925+7.1% | $75,670-23.7% | $69,631-17.0% |
| Participation rate | 99.8% | 71.2%+28.6pp | 72.3%+27.5pp | 70.7%+29.1pp |
| Annual return | 18.73% | 17.84%+0.9pp | 27.34%-8.6pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,366 | $1,802-24.2% | $2,352-41.9% | $2,032-32.8% |
| Participant deferral / active EE | $4,079 | $2,569+58.8% | $3,142+29.8% | $3,224+26.5% |
| Admin fee / account holder | $174 | $97+78.9% | $5,800-97.0% | $110+57.3% |