Filed February 25, 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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,022 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,370 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,278 | $138,427+10.7% | $97,995+56.4% | $69,631+120.1% |
| Participation rate | 99.0% | 90.0%+9.0pp | 82.4%+16.6pp | 70.7%+28.3pp |
| Annual return | 17.01% | 26.21%-9.2pp | 23.94%-6.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $4,075 | $4,858-16.1% | $4,158-2.0% | $2,032+100.5% |
| Participant deferral / active EE | $8,881 | $7,165+23.9% | $5,097+74.3% | $3,224+175.5% |
| Admin fee / account holder | $37 | $101-63.5% | $5,943-99.4% | $110-66.7% |