Filed June 14, 1991
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 | $66,414 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,391 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $383 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,424 | $104,475+37.3% | $159,436-10.0% | $79,386+80.7% |
| Participation rate | 93.4% | 76.6%+16.8pp | 82.8%+10.6pp | 70.7%+22.7pp |
| Annual return | 19.18% | 67.95%-48.8pp | 263.57%-244.4pp | 116.85%-97.7pp |
| Employer contribution / active EE | $6,205 | $3,417+81.6% | $4,829+28.5% | $2,427+155.6% |
| Participant deferral / active EE | $6,929 | $6,467+7.1% | $7,352-5.8% | $4,046+71.3% |
| Admin fee / account holder | $304 | $711-57.3% | $10,799-97.2% | $626-51.5% |