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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $293,847 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $18,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,701 | $77,559-66.9% | $68,793-62.6% | $75,289-65.9% |
| Participation rate | 89.6% | 78.3%+11.3pp | 72.2%+17.4pp | 72.4%+17.2pp |
| Annual return | -1.83% | -1.01%-0.8pp | -4.63%+2.8pp | -0.04%-1.8pp |
| Employer contribution / active EE | $806 | $1,993-59.6% | $2,625-69.3% | $2,405-66.5% |
| Participant deferral / active EE | $2,113 | $3,128-32.5% | $3,311-36.2% | $3,739-43.5% |
| Admin fee / account holder | $117 | $90+29.6% | $5,131-97.7% | $102+14.5% |