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 8-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 | $19,812 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,710 |
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 | $114,533 | $120,075-4.6% | $90,782+26.2% | $55,725+105.5% |
| Participation rate | 99.5% | 88.0%+11.5pp | 82.7%+16.9pp | 70.9%+28.7pp |
| Annual return | -3.73% | -3.47%-0.3pp | -3.42%-0.3pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,197 | $4,693-10.6% | $4,105+2.2% | $2,078+102.0% |
| Participant deferral / active EE | $8,326 | $6,826+22.0% | $5,366+55.2% | $3,356+148.1% |
| Admin fee / account holder | $57 | $111-48.4% | $5,908-99.0% | $115-50.1% |