Filed May 3, 2010 (most recent of 3 filings on file)
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 3-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 Service code 21 · EIN 94-1347393 | Bank Trustee | $24,256 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS & BOCKI LLP Service code 29 · EIN 23-0891050 | Legal | $5,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $34,460 | $88,122-60.9% | $141,162-75.6% | $67,579-49.0% |
| Participation rate | 53.6% | 76.5%-22.8pp | 82.5%-28.9pp | 71.3%-17.7pp |
| Annual return | 21.11% | 75.40%-54.3pp | 71.39%-50.3pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,190 | $3,224-63.1% | $4,735-74.9% | $2,148-44.6% |
| Participant deferral / active EE | $2,277 | $5,958-61.8% | $6,709-66.1% | $3,539-35.7% |
| Admin fee / account holder | $94 | $131-28.1% | $10,261-99.1% | $142-33.8% |