Filed May 20, 2004 (most recent of 2 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $305,558 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $45,578 |
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 | $89,393 | $58,758+52.1% | $70,014+27.7% | $63,975+39.7% |
| Participation rate | 93.7% | 77.5%+16.2pp | 71.8%+21.9pp | 71.1%+22.6pp |
| Annual return | 7.26% | 18.05%-10.8pp | 12.99%-5.7pp | 48.65%-41.4pp |
| Employer contribution / active EE | $2,939 | $1,973+49.0% | $2,338+25.7% | $2,182+34.7% |
| Participant deferral / active EE | $5,396 | $2,912+85.3% | $2,931+84.1% | $3,356+60.8% |
| Admin fee / account holder | $21 | $71-70.7% | $4,380-99.5% | $70-70.5% |