Filed December 29, 1994
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,130 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,671 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,203 | $66,528+41.6% | $86,874+8.4% | $86,799+8.5% |
| Participation rate | 31.5% | 72.4%-40.9pp | 71.6%-40.2pp | 72.3%-40.8pp |
| Annual return | 18.16% | 19.56%-1.4pp | 63.52%-45.4pp | 97.91%-79.7pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,495-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,108 | $3,240-65.8% | $3,699-70.0% | $4,131-73.2% |
| Admin fee / account holder | $204 | $148+37.8% | $5,828-96.5% | $170+20.4% |