Filed March 12, 2006
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 9-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,972 |
Service code 49 · EIN 04-1590850 | Other Services | $3,144 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,263 | $58,083+120.8% | $80,019+60.3% | $56,287+127.9% |
| Participation rate | 77.6% | 73.6%+4.0pp | 75.8%+1.7pp | 69.9%+7.7pp |
| Annual return | -3.84% | 34.61%-38.5pp | 11.22%-15.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,199 | $3,135+33.9% | $3,686+13.9% | $3,350+25.3% |
| Admin fee / account holder | $19 | $623-97.0% | $6,521-99.7% | $521-96.4% |