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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $183,320 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 50 · EIN 20-8874282 | Direct Payment | $37,500 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $23,142 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $22,000 |
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 | $88,148 | $96,458-8.6% | $136,294-35.3% | $77,958+13.1% |
| Participation rate | 99.2% | 75.4%+23.8pp | 81.9%+17.2pp | 71.6%+27.5pp |
| Annual return | 16.84% | 23.78%-6.9pp | 5155.94%-5139.1pp | 20.87%-4.0pp |
| Employer contribution / active EE | $2,855 | $3,144-9.2% | $4,695-39.2% | $2,310+23.6% |
| Participant deferral / active EE | $7,330 | $5,902+24.2% | $6,247+17.3% | $3,537+107.3% |
| Admin fee / account holder | $167 | $80+108.0% | $9,243-98.2% | $97+71.9% |