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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $397,138 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $343,104 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,634 | $31,370+431.2% | $74,583+123.4% | $63,975+160.5% |
| Participation rate | 97.1% | 42.6%+54.6pp | 68.1%+29.0pp | 71.1%+26.0pp |
| Annual return | 9.36% | -105.16%+114.5pp | 20.47%-11.1pp | 48.65%-39.3pp |
| Employer contribution / active EE | $3,180 | $822+286.8% | $2,525+25.9% | $2,182+45.7% |
| Participant deferral / active EE | $10,195 | $1,560+553.5% | $3,458+194.8% | $3,356+203.8% |
| Admin fee / account holder | $131 | $77+70.7% | $4,138-96.8% | $70+86.1% |