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 CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $57,554 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,535 |
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 | $63,425 | $55,790+13.7% | $76,817-17.4% | $67,579-6.1% |
| Participation rate | 98.6% | 71.1%+27.5pp | 72.1%+26.5pp | 71.3%+27.3pp |
| Annual return | 22.61% | 64.45%-41.8pp | 1166.11%-1143.5pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,513 | $1,810-16.4% | $2,302-34.3% | $2,148-29.6% |
| Participant deferral / active EE | $4,864 | $2,875+69.2% | $3,336+45.8% | $3,539+37.4% |
| Admin fee / account holder | $106 | $159-33.4% | $6,420-98.3% | $142-25.5% |