Filed December 22, 1997
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 Service code 28 707 WILSHIRE BLVD, FLOOR 19 · LOS ANGELES, CA 90017 | Investment Management | $9,525 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $981 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $144,268 | $71,192+102.6% | $117,854+22.4% | $62,292+131.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.19% | 18.66%-0.5pp | 335.08%-316.9pp | 28.90%-10.7pp |
| Employer contribution / active EE | $3,982 | $1,934+105.9% | $3,786+5.2% | $2,042+95.0% |
| Participant deferral / active EE | $6,849 | $3,189+114.8% | $4,482+52.8% | $3,169+116.1% |
| Admin fee / account holder | $82 | $587-86.0% | $8,020-99.0% | $479-82.9% |