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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $115,839 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $83,214 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,001 | $56,503-2.7% | $70,092-21.5% | $64,808-15.1% |
| Participation rate | 99.7% | 70.5%+29.3pp | 70.5%+29.3pp | 71.5%+28.3pp |
| Annual return | -14.25% | -13.44%-0.8pp | 190.73%-205.0pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,308 | $2,046-36.1% | $2,559-48.9% | $2,506-47.8% |
| Participant deferral / active EE | $4,756 | $3,389+40.3% | $3,849+23.6% | $4,310+10.3% |
| Admin fee / account holder | $205 | $160+28.0% | $6,267-96.7% | $188+9.3% |