Filed September 22, 2006
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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $181,384 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $9,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,902 | $43,550+196.0% | $63,517+102.9% | $52,331+146.3% |
| Participation rate | 91.5% | 65.7%+25.8pp | 71.0%+20.5pp | 68.1%+23.4pp |
| Annual return | -0.54% | 2.03%-2.6pp | -70.30%+69.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,352 | $1,351+148.1% | $2,322+44.4% | $1,882+78.1% |
| Participant deferral / active EE | $8,259 | $2,254+266.5% | $2,953+179.6% | $3,022+173.3% |
| Admin fee / account holder | $968 | $387+150.3% | $5,892-83.6% | $592+63.7% |