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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $229,431 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,993 |
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 | $98,625 | $82,279+19.9% | $77,999+26.4% | $63,975+54.2% |
| Participation rate | 94.7% | 84.7%+10.0pp | 75.5%+19.2pp | 71.1%+23.6pp |
| Annual return | 8.39% | 11.20%-2.8pp | 425.96%-417.6pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,861 | $3,297-43.6% | $2,470-24.7% | $2,182-14.7% |
| Participant deferral / active EE | $5,068 | $4,538+11.7% | $3,497+44.9% | $3,356+51.0% |
| Admin fee / account holder | $180 | $81+120.6% | $5,480-96.7% | $70+155.0% |