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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,682 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $8,810 |
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 | $171,727 | $174,559-1.6% | $105,387+62.9% | $67,579+154.1% |
| Participation rate | 98.3% | 88.2%+10.1pp | 82.6%+15.7pp | 71.3%+27.0pp |
| Annual return | 21.80% | 23.63%-1.8pp | 26.82%-5.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $4,246 | $4,874-12.9% | $4,213+0.8% | $2,148+97.7% |
| Participant deferral / active EE | $9,370 | $7,563+23.9% | $5,502+70.3% | $3,539+164.7% |
| Admin fee / account holder | $45 | $270-83.2% | $6,559-99.3% | $142-68.2% |