Filed January 2, 2014 (most recent of 7 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,087 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,235 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,047 | $91,746-44.4% | $146,665-65.2% | $93,030-45.1% |
| Participation rate | 95.1% | 80.9%+14.2pp | 80.1%+15.1pp | 73.9%+21.2pp |
| Annual return | 13.50% | 18.28%-4.8pp | 22.74%-9.2pp | 158.70%-145.2pp |
| Employer contribution / active EE | $1,529 | $2,815-45.7% | $4,136-63.0% | $2,706-43.5% |
| Participant deferral / active EE | $4,429 | $4,589-3.5% | $5,506-19.6% | $4,562-2.9% |
| Admin fee / account holder | $6 | $101-94.0% | $10,280-99.9% | $152-96.0% |