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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,790 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,740 |
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 | $144,448 | $120,075+20.3% | $90,782+59.1% | $55,725+159.2% |
| Participation rate | 99.0% | 88.0%+11.0pp | 82.7%+16.3pp | 70.9%+28.1pp |
| Annual return | -3.71% | -3.47%-0.2pp | -3.42%-0.3pp | 244.93%-248.6pp |
| Employer contribution / active EE | $4,170 | $4,693-11.1% | $4,105+1.6% | $2,078+100.7% |
| Participant deferral / active EE | $9,121 | $6,826+33.6% | $5,366+70.0% | $3,356+171.8% |
| Admin fee / account holder | $40 | $111-64.4% | $5,908-99.3% | $115-65.6% |