Filed July 2, 2010
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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,491 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,265 |
WELLS FARGO BANK, N.A.1 year Filed as: WELL FARGO BANK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $3,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $135,922 | $66,180+105.4% | $118,746+14.5% | $62,292+118.2% |
| Participation rate | 65.5% | 71.3%-5.8pp | 78.3%-12.8pp | 69.5%-4.1pp |
| Annual return | 18.76% | 60.89%-42.1pp | 24.54%-5.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,512 | $3,183-52.5% | $4,193-63.9% | $2,042-26.0% |
| Participant deferral / active EE | $3,825 | $4,247-9.9% | $5,332-28.3% | $3,169+20.7% |
| Admin fee / account holder | $116 | $753-84.7% | $10,720-98.9% | $479-75.9% |