Filed February 14, 1995
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $177,574 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $20,135 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,688 | $85,635-8.1% | $123,892-36.5% | $63,975+23.0% |
| Participation rate | 99.2% | 74.9%+24.2pp | 81.4%+17.8pp | 71.1%+28.0pp |
| Annual return | 9.47% | 15.74%-6.3pp | 47.52%-38.0pp | 48.65%-39.2pp |
| Employer contribution / active EE | $2,713 | $3,076-11.8% | $4,617-41.2% | $2,182+24.3% |
| Participant deferral / active EE | $6,797 | $5,667+20.0% | $5,984+13.6% | $3,356+102.5% |
| Admin fee / account holder | $128 | $75+71.0% | $8,357-98.5% | $70+81.9% |