Filed November 18, 1992
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 | $285,017 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $15,637 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,121 | $123,286-78.8% | $75,670-65.5% | $77,958-66.5% |
| Participation rate | 93.9% | 78.8%+15.2pp | 72.3%+21.6pp | 71.6%+22.3pp |
| Annual return | 14.06% | 20.45%-6.4pp | 27.34%-13.3pp | 20.87%-6.8pp |
| Employer contribution / active EE | $805 | $2,035-60.5% | $2,352-65.8% | $2,310-65.2% |
| Participant deferral / active EE | $2,086 | $3,095-32.6% | $3,142-33.6% | $3,537-41.0% |
| Admin fee / account holder | $108 | $144-25.0% | $5,800-98.1% | $97+11.0% |