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.3+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $373,767 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $302,572 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,058 |
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 | $189,750 | $43,717+334.0% | $81,478+132.9% | $77,958+143.4% |
| Participation rate | 93.8% | 42.5%+51.3pp | 68.0%+25.8pp | 71.6%+22.2pp |
| Annual return | 15.89% | 23.83%-7.9pp | 38.78%-22.9pp | 20.87%-5.0pp |
| Employer contribution / active EE | $4,203 | $919+357.5% | $2,568+63.7% | $2,310+81.9% |
| Participant deferral / active EE | $10,483 | $1,783+487.9% | $3,537+196.4% | $3,537+196.4% |
| Admin fee / account holder | $138 | $108+27.6% | $4,561-97.0% | $97+41.3% |