Filed July 12, 2006
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 Service code 15 · EIN 94-1347393 | Recordkeeping | $201,649 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $27,111 |
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 | $91,686 | $81,321+12.7% | $68,509+33.8% | $59,188+54.9% |
| Participation rate | 94.7% | 83.8%+10.8pp | 74.7%+19.9pp | 69.4%+25.2pp |
| Annual return | -0.18% | 4.65%-4.8pp | 8.27%-8.5pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,741 | $3,297-47.2% | $2,278-23.6% | $2,098-17.0% |
| Participant deferral / active EE | $4,873 | $4,592+6.1% | $3,382+44.1% | $3,265+49.2% |
| Admin fee / account holder | $223 | $62+260.7% | $5,275-95.8% | $92+141.5% |