Filed December 16, 1992
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 | $106,416 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $17,770 |
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 | $47,290 | $48,277-2.0% | $63,517-25.5% | $55,191-14.3% |
| Participation rate | 98.4% | 69.4%+29.0pp | 71.0%+27.4pp | 69.2%+29.2pp |
| Annual return | 36.74% | 2.37%+34.4pp | -70.30%+107.0pp | 10.78%+26.0pp |
| Employer contribution / active EE | $1,746 | $1,592+9.7% | $2,322-24.8% | $1,899-8.0% |
| Participant deferral / active EE | $2,709 | $2,432+11.4% | $2,953-8.3% | $3,046-11.1% |
| Admin fee / account holder | $183 | $86+112.6% | $5,892-96.9% | $91+101.4% |