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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $144,405 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,547 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,384 | $55,790+1.1% | $76,817-26.6% | $67,579-16.6% |
| Participation rate | 95.9% | 71.1%+24.8pp | 72.1%+23.8pp | 71.3%+24.6pp |
| Annual return | 17.94% | 64.45%-46.5pp | 1166.11%-1148.2pp | 378.56%-360.6pp |
| Employer contribution / active EE | $1,953 | $1,810+7.9% | $2,302-15.2% | $2,148-9.1% |
| Participant deferral / active EE | $3,148 | $2,875+9.5% | $3,336-5.6% | $3,539-11.1% |
| Admin fee / account holder | $206 | $159+29.6% | $6,420-96.8% | $142+45.0% |