Filed July 23, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,555 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $57,040 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $311 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,461 | $86,225-42.6% | $146,665-66.3% | $86,799-43.0% |
| Participation rate | 81.3% | 78.0%+3.3pp | 80.1%+1.3pp | 72.3%+9.0pp |
| Annual return | 13.66% | 31.23%-17.6pp | 22.74%-9.1pp | 97.91%-84.2pp |
| Employer contribution / active EE | $789 | $2,392-67.0% | $4,136-80.9% | $2,405-67.2% |
| Participant deferral / active EE | $5,340 | $4,245+25.8% | $5,506-3.0% | $4,131+29.3% |
| Admin fee / account holder | $249 | $195+27.4% | $10,280-97.6% | $170+46.7% |