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 34-1542819 | Advisory (Plan) | $54,496 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,786 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $55,564 | $48,261+15.1% | $68,793-19.2% | $55,725-0.3% |
| Participation rate | 98.9% | 71.0%+27.8pp | 72.2%+26.7pp | 70.9%+28.0pp |
| Annual return | -4.54% | -2.61%-1.9pp | -4.63%+0.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,475 | $1,742-15.3% | $2,625-43.8% | $2,078-29.0% |
| Participant deferral / active EE | $4,573 | $2,712+68.6% | $3,311+38.1% | $3,356+36.3% |
| Admin fee / account holder | $102 | $126-19.2% | $5,131-98.0% | $115-11.5% |