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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $353,334 |
MORNINGSTAR4 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $60,144 |
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 | $96,128 | $65,708+46.3% | $76,817+25.1% | $77,787+23.6% |
| Participation rate | 93.9% | 79.0%+15.0pp | 72.1%+21.9pp | 73.2%+20.7pp |
| Annual return | 20.16% | 49.86%-29.7pp | 1166.11%-1145.9pp | 32.57%-12.4pp |
| Employer contribution / active EE | $3,118 | $2,167+43.9% | $2,302+35.5% | $2,504+24.5% |
| Participant deferral / active EE | $5,790 | $3,254+78.0% | $3,336+73.6% | $3,967+46.0% |
| Admin fee / account holder | $120 | $91+32.1% | $6,420-98.1% | $100+19.9% |