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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $35,750 |
JGD & ASSOCIATES LLP3 years Service code 10 9191 TOWNE CENTRE DRIVE SUITE 340 · SAN DIEGO, CA 92122 | Accounting | $10,500 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $8,943 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $297 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $95,859 | $60,124+59.4% | $90,404+6.0% | $79,858+20.0% |
| Participation rate | 32.1% | 65.0%-32.8pp | 72.7%-40.5pp | 69.6%-37.5pp |
| Annual return | 9.31% | 71.94%-62.6pp | 1293.02%-1283.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,087 | $2,938+5.1% | $3,963-22.1% | $3,740-17.5% |
| Admin fee / account holder | $288 | $3,976-92.8% | $5,611-94.9% | $5,306-94.6% |