Filed March 25, 1997 (most recent of 2 filings on file)
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 | $135,905 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $15,664 |
WEALTHCARE CAPITAL MANAGMENT LLC1+ years Filed as: WEALTHCARE CAPITAL MANAGMENT Service code 27 · EIN 36-4776378 | Advisory (Plan) | $7,586 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,823 | $37,117+31.5% | $147,614-66.9% | $55,191-11.5% |
| Participation rate | 95.7% | 63.6%+32.1pp | 84.6%+11.1pp | 69.2%+26.5pp |
| Annual return | -1.32% | 3.44%-4.8pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $3,796 | $1,620+134.2% | $5,564-31.8% | $1,899+99.9% |
| Participant deferral / active EE | $3,379 | $1,985+70.2% | $4,895-31.0% | $3,046+10.9% |
| Admin fee / account holder | $191 | $86+123.7% | $11,611-98.4% | $91+110.9% |