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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $339,858 |
MORNINGSTAR5 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $71,319 |
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 | $104,647 | $72,066+45.2% | $81,930+27.7% | $90,288+15.9% |
| Participation rate | 94.0% | 78.9%+15.1pp | 72.0%+22.0pp | 73.4%+20.7pp |
| Annual return | 15.03% | 15.92%-0.9pp | 29.49%-14.5pp | 53.97%-38.9pp |
| Employer contribution / active EE | $3,902 | $2,335+67.1% | $4,310-9.5% | $2,524+54.6% |
| Participant deferral / active EE | $6,739 | $3,557+89.5% | $7,107-5.2% | $4,232+59.2% |
| Admin fee / account holder | $112 | $92+21.5% | $5,158-97.8% | $114-1.5% |