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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $145,961 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,150 |
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 | $49,476 | $48,261+2.5% | $68,793-28.1% | $55,725-11.2% |
| Participation rate | 97.9% | 71.0%+26.9pp | 72.2%+25.7pp | 70.9%+27.1pp |
| Annual return | -3.87% | -2.61%-1.3pp | -4.63%+0.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,901 | $1,742+9.1% | $2,625-27.6% | $2,078-8.5% |
| Participant deferral / active EE | $3,067 | $2,712+13.1% | $3,311-7.4% | $3,356-8.6% |
| Admin fee / account holder | $211 | $126+67.5% | $5,131-95.9% | $115+83.5% |