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.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $180,314 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $33,960 |
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 | $24,969 | $33,232-24.9% | $71,796-65.2% | $63,975-61.0% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.1%+30.9pp | 71.1%+28.9pp |
| Annual return | 7.75% | 11.99%-4.2pp | 78.04%-70.3pp | 48.65%-40.9pp |
| Employer contribution / active EE | $935 | $723+29.3% | $1,924-51.4% | $2,182-57.2% |
| Participant deferral / active EE | $1,568 | $1,604-2.3% | $2,794-43.9% | $3,356-53.3% |
| Admin fee / account holder | $76 | $63+20.3% | $4,815-98.4% | $70+8.4% |