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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,427 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $93,650 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,026 | $77,197-46.9% | $86,874-52.8% | $93,030-55.9% |
| Participation rate | 82.0% | 78.2%+3.8pp | 71.6%+10.4pp | 73.9%+8.1pp |
| Annual return | 14.35% | 16.31%-2.0pp | 63.52%-49.2pp | 158.70%-144.3pp |
| Employer contribution / active EE | $1,110 | $2,514-55.8% | $2,495-55.5% | $2,706-59.0% |
| Participant deferral / active EE | $3,242 | $3,831-15.4% | $3,699-12.4% | $4,562-28.9% |
| Admin fee / account holder | $95 | $105-9.6% | $5,828-98.4% | $152-37.5% |