Filed July 25, 1997 (most recent of 5 filings on file)
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $490,923 |
Service code 10 · EIN 74-1695589 | Accounting | $24,990 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,429 | $96,458+10.3% | $136,294-21.9% | $77,958+36.5% |
| Participation rate | 98.2% | 75.4%+22.8pp | 81.9%+16.3pp | 71.6%+26.5pp |
| Annual return | 7.27% | 23.78%-16.5pp | 5155.94%-5148.7pp | 20.87%-13.6pp |
| Employer contribution / active EE | $4,966 | $3,144+58.0% | $4,695+5.8% | $2,310+114.9% |
| Participant deferral / active EE | $7,167 | $5,902+21.4% | $6,247+14.7% | $3,537+102.6% |
| Admin fee / account holder | $100 | $80+23.7% | $9,243-98.9% | $97+2.2% |