Filed August 14, 1995
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 |
|---|---|---|
SENIOR OPERATIONS LLC3+ years Service code 10 · EIN 94-2918781 | Accounting | $63,534 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,602 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $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 | $84,669 | $88,730-4.6% | $82,313+2.9% | $77,958+8.6% |
| Participation rate | 89.8% | 84.5%+5.3pp | 76.9%+12.9pp | 71.6%+18.2pp |
| Annual return | 16.97% | 20.88%-3.9pp | 25.88%-8.9pp | 20.87%-3.9pp |
| Employer contribution / active EE | $2,749 | $2,758-0.3% | $2,428+13.2% | $2,310+19.0% |
| Participant deferral / active EE | $3,669 | $4,634-20.8% | $3,706-1.0% | $3,537+3.8% |
| Admin fee / account holder | $10 | $74-86.1% | $5,608-99.8% | $97-89.4% |