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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,830 |
Service code 27 · EIN 36-4776378 | Advisory (Plan) | $10,460 |
H DEAN KENT, CPA2 years Service code 10 · EIN 46-0494393 | Accounting | $10,194 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $9,884 |
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 | $63,145 | $46,173+36.8% | $170,442-63.0% | $69,631-9.3% |
| Participation rate | 98.4% | 63.9%+34.5pp | 83.6%+14.8pp | 70.7%+27.8pp |
| Annual return | 18.03% | 21.62%-3.6pp | 205.93%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $4,581 | $1,610+184.6% | $5,433-15.7% | $2,032+125.4% |
| Participant deferral / active EE | $4,015 | $2,080+93.0% | $4,939-18.7% | $3,224+24.6% |
| Admin fee / account holder | $163 | $116+40.4% | $13,880-98.8% | $110+47.4% |