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 Service code 15 · EIN 94-1347393 | Recordkeeping | $432,137 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $42,944 |
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 | $26,563 | $33,780-21.4% | $74,550-64.4% | $75,289-64.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -4.85% | -1.24%-3.6pp | 32.53%-37.4pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,032 | $845+22.1% | $1,961-47.4% | $2,405-57.1% |
| Participant deferral / active EE | $1,659 | $1,890-12.2% | $3,108-46.6% | $3,739-55.6% |
| Admin fee / account holder | $111 | $86+29.1% | $5,060-97.8% | $102+8.9% |