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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $368,796 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $37,923 |
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 | $28,360 | $38,833-27.0% | $78,778-64.0% | $77,958-63.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | 15.69% | 20.31%-4.6pp | 35.62%-19.9pp | 20.87%-5.2pp |
| Employer contribution / active EE | $1,005 | $840+19.7% | $1,986-49.4% | $2,310-56.5% |
| Participant deferral / active EE | $1,562 | $1,776-12.1% | $2,958-47.2% | $3,537-55.8% |
| Admin fee / account holder | $103 | $89+15.2% | $5,134-98.0% | $97+5.3% |