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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,022 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $73,285 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,340 |
MORNINGSTAR1 year Filed as: MORNIGSTAR INVESTMENT MGMT LLC Service code 26 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,336 | $59,584+229.5% | $86,874+126.0% | $79,386+147.3% |
| Participation rate | 91.7% | 67.7%+24.1pp | 71.6%+20.1pp | 70.7%+21.0pp |
| Annual return | 14.90% | 23.15%-8.3pp | 63.52%-48.6pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,153 | $1,768+78.3% | $2,495+26.3% | $2,427+29.9% |
| Participant deferral / active EE | $7,954 | $3,036+162.0% | $3,699+115.0% | $4,046+96.6% |
| Admin fee / account holder | $697 | $604+15.3% | $5,828-88.0% | $626+11.2% |