Filed April 11, 1
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.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $257,350 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $65,113 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,908 | $31,810-28.0% | $64,105-64.3% | $59,188-61.3% |
| Participation rate | 100.0% | 57.7%+42.3pp | 68.2%+31.8pp | 69.4%+30.6pp |
| Annual return | -0.98% | 9.41%-10.4pp | 791.24%-792.2pp | 5.51%-6.5pp |
| Employer contribution / active EE | $933 | $659+41.5% | $1,820-48.7% | $2,098-55.5% |
| Participant deferral / active EE | $1,431 | $1,582-9.6% | $2,822-49.3% | $3,265-56.2% |
| Admin fee / account holder | $105 | $57+84.4% | $4,499-97.7% | $92+13.7% |