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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $149,140 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,198 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,716 | $61,473+2.0% | $81,930-23.5% | $73,409-14.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 8.77% | 28.26%-19.5pp | 29.49%-20.7pp | 59.29%-50.5pp |
| Employer contribution / active EE | $2,101 | $1,898+10.7% | $4,310-51.2% | $2,234-5.9% |
| Participant deferral / active EE | $3,524 | $3,080+14.4% | $7,107-50.4% | $3,805-7.4% |
| Admin fee / account holder | $280 | $125+123.1% | $5,158-94.6% | $158+77.3% |