Filed August 27, 2009
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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $327,518 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $0 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$66,090 |
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 | $187,199 | $30,979+504.3% | $67,711+176.5% | $59,188+216.3% |
| Participation rate | 81.8% | 40.5%+41.2pp | 67.5%+14.2pp | 69.4%+12.3pp |
| Annual return | -0.11% | -1.74%+1.6pp | 25.41%-25.5pp | 5.51%-5.6pp |
| Employer contribution / active EE | $3,312 | $807+310.2% | $2,559+29.4% | $2,098+57.9% |
| Participant deferral / active EE | $10,369 | $1,603+547.0% | $3,585+189.2% | $3,265+217.6% |
| Admin fee / account holder | $158 | $81+95.2% | $4,255-96.3% | $92+71.5% |