Filed May 14, 2008
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,490 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,100 |
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 | $30,510 | $36,916-17.4% | $156,549-80.5% | $57,658-47.1% |
| Participation rate | 95.3% | 63.4%+31.9pp | 84.0%+11.3pp | 70.2%+25.1pp |
| Annual return | 7.66% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,923 | $1,571+22.4% | $5,501-65.0% | $1,974-2.6% |
| Participant deferral / active EE | $3,372 | $1,926+75.1% | $4,871-30.8% | $3,061+10.2% |
| Admin fee / account holder | $120 | $82+45.2% | $13,027-99.1% | $95+26.7% |