Filed April 23, 2008 (most recent of 2 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 9-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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $21,737 |
JGD & ASSOCIATES LLP1 year Service code 10 5355 MIRA SORRENTO PL STE 700 · SAN DIEGO, CA 921213825 | Accounting | $6,125 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,970 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $3,991 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $625 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,559 | $49,177+57.7% | $79,464-2.4% | $64,186+20.8% |
| Participation rate | 19.7% | 65.0%-45.3pp | 73.3%-53.6pp | 69.6%-49.8pp |
| Annual return | -3.57% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,641 | $2,821-41.8% | $3,704-55.7% | $3,470-52.7% |
| Admin fee / account holder | -$7 | $3,839-100.2% | $5,113-100.1% | $4,888-100.1% |