Filed March 7, 2019 (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 | $56,178 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,213 | $38,833-6.7% | $78,778-54.0% | $77,958-53.5% |
| Participation rate | 17.8% | 60.9%-43.1pp | 69.2%-51.4pp | 71.6%-53.8pp |
| Annual return | 19.02% | 20.31%-1.3pp | 35.62%-16.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $343 | $840-59.1% | $1,986-82.7% | $2,310-85.1% |
| Participant deferral / active EE | $1,048 | $1,776-41.0% | $2,958-64.6% | $3,537-70.4% |
| Admin fee / account holder | $45 | $89-49.4% | $5,134-99.1% | $97-53.8% |