Filed December 10, 2005
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 | $62,596 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,931 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $68,172 | $185,342-63.2% | $111,297-38.7% | $86,799-21.5% |
| Participation rate | 83.1% | 81.0%+2.1pp | 77.3%+5.8pp | 72.3%+10.8pp |
| Annual return | 15.19% | 500.80%-485.6pp | 54.65%-39.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $4,958 | $2,246+120.7% | $2,731+81.5% | $2,405+106.1% |
| Participant deferral / active EE | $3,545 | $4,458-20.5% | $4,487-21.0% | $4,131-14.2% |
| Admin fee / account holder | $207 | $255-18.9% | $7,964-97.4% | $170+22.2% |