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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $257,156 |
MORNINGSTAR4 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $20,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,267 | $72,066-55.2% | $81,930-60.6% | $90,288-64.3% |
| Participation rate | 80.5% | 78.9%+1.6pp | 72.0%+8.5pp | 73.4%+7.2pp |
| Annual return | 12.29% | 15.92%-3.6pp | 29.49%-17.2pp | 53.97%-41.7pp |
| Employer contribution / active EE | $851 | $2,335-63.6% | $4,310-80.3% | $2,524-66.3% |
| Participant deferral / active EE | $2,362 | $3,557-33.6% | $7,107-66.8% | $4,232-44.2% |
| Admin fee / account holder | $109 | $92+17.6% | $5,158-97.9% | $114-4.7% |