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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $345,620 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $60,110 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $35,000 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $22,830 |
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 | $85,286 | $77,559+10.0% | $68,793+24.0% | $75,289+13.3% |
| Participation rate | 93.5% | 78.3%+15.2pp | 72.2%+21.3pp | 72.4%+21.1pp |
| Annual return | -5.11% | -1.01%-4.1pp | -4.63%-0.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $3,070 | $1,993+54.0% | $2,625+16.9% | $2,405+27.7% |
| Participant deferral / active EE | $5,604 | $3,128+79.2% | $3,311+69.2% | $3,739+49.9% |
| Admin fee / account holder | $144 | $90+59.1% | $5,131-97.2% | $102+40.6% |