Filed June 14, 2006
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.8+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $32,448 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,553 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,975 | $102,553+87.2% | $151,611+26.6% | $66,914+186.9% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.7pp | 69.8%+29.4pp |
| Annual return | -16.69% | -10.82%-5.9pp | 3.33%-20.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $11,607 | $4,180+177.7% | $6,166+88.2% | $2,544+356.2% |
| Participant deferral / active EE | $13,415 | $6,641+102.0% | $8,363+60.4% | $4,237+216.6% |
| Admin fee / account holder | $170 | $630-73.0% | $11,616-98.5% | $593-71.4% |