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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $281,485 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $19,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,111 | $65,708-52.7% | $76,817-59.5% | $77,787-60.0% |
| Participation rate | 94.4% | 79.0%+15.4pp | 72.1%+22.3pp | 73.2%+21.2pp |
| Annual return | 20.62% | 49.86%-29.2pp | 1166.11%-1145.5pp | 32.57%-12.0pp |
| Employer contribution / active EE | $970 | $2,167-55.3% | $2,302-57.9% | $2,504-61.3% |
| Participant deferral / active EE | $2,500 | $3,254-23.2% | $3,336-25.1% | $3,967-37.0% |
| Admin fee / account holder | $114 | $91+25.9% | $6,420-98.2% | $100+14.3% |