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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $375,814 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $58,077 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $56,250 |
Service code 10 · EIN 13-4008324 | Accounting | $47,319 |
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 | $101,292 | $123,286-17.8% | $75,670+33.9% | $77,958+29.9% |
| Participation rate | 94.0% | 78.8%+15.2pp | 72.3%+21.7pp | 71.6%+22.4pp |
| Annual return | 17.21% | 20.45%-3.2pp | 27.34%-10.1pp | 20.87%-3.7pp |
| Employer contribution / active EE | $3,006 | $2,035+47.7% | $2,352+27.8% | $2,310+30.1% |
| Participant deferral / active EE | $5,634 | $3,095+82.0% | $3,142+79.3% | $3,537+59.3% |
| Admin fee / account holder | $184 | $144+27.5% | $5,800-96.8% | $97+88.7% |