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.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $62,380 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,204 | $54,590+206.3% | $81,930+104.1% | $73,488+127.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 17.49% | 17.74%-0.2pp | 29.49%-12.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $3,024 | $1,636+84.9% | $4,310-29.8% | $2,270+33.2% |
| Participant deferral / active EE | $7,638 | $2,759+176.9% | $7,107+7.5% | $3,740+104.3% |
| Admin fee / account holder | $652 | $592+10.2% | $5,158-87.4% | $513+27.2% |