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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $328,869 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $21,112 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,856 | $96,403+16.0% | $93,606+19.5% | $77,787+43.8% |
| Participation rate | 97.1% | 87.6%+9.5pp | 75.8%+21.3pp | 73.2%+23.9pp |
| Annual return | 16.88% | 39.36%-22.5pp | 32.76%-15.9pp | 32.57%-15.7pp |
| Employer contribution / active EE | $2,141 | $3,616-40.8% | $2,718-21.2% | $2,504-14.5% |
| Participant deferral / active EE | $6,242 | $5,341+16.9% | $4,069+53.4% | $3,967+57.3% |
| Admin fee / account holder | $209 | $90+133.3% | $7,888-97.4% | $100+108.7% |