Filed January 8, 2014 (most recent of 3 filings on file)
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 | $2,070 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,062 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $181 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,838 | $185,342-51.0% | $111,297-18.4% | $86,799+4.7% |
| Participation rate | 93.4% | 81.0%+12.4pp | 77.3%+16.1pp | 72.3%+21.1pp |
| Annual return | 16.58% | 500.80%-484.2pp | 54.65%-38.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $2,960 | $2,246+31.8% | $2,731+8.4% | $2,405+23.1% |
| Participant deferral / active EE | $6,108 | $4,458+37.0% | $4,487+36.1% | $4,131+47.9% |
| Admin fee / account holder | $12 | $255-95.3% | $7,964-99.8% | $170-92.9% |