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 | $121,395 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,610 |
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 | $58,339 | $69,823-16.4% | $77,163-24.4% | $74,419-21.6% |
| Participation rate | 99.7% | 70.0%+29.7pp | 69.6%+30.2pp | 70.7%+29.0pp |
| Annual return | 15.33% | 19.98%-4.6pp | 37.87%-22.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,761 | $2,150-18.1% | $2,535-30.5% | $2,637-33.2% |
| Participant deferral / active EE | $5,536 | $3,558+55.6% | $3,833+44.4% | $4,528+22.2% |
| Admin fee / account holder | $202 | $398-49.2% | $5,472-96.3% | $348-42.0% |