Filed March 31, 1999
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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 · EIN 94-3250323 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $792,285 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $660,059 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO, FOX INVEST CONSULTING Service code 27 | Advisory (Plan) | $195,788 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 33 · EIN 04-1867445 ONE LINCOLN ST · BOSTON, ME 02206 | Securities brokerage commissions and ... | $131,640 |
MERCER1+ years Filed as: MERCER TRUST CO Service code 63 INVESTORS WAY · NORWOOD, MA 02062 | 12b-1 Fees | $11,738 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 PO BOX 2226 · OMAHA, NE 68103 | Recordkeeping | $7,279 |
RUBINBROWN LLP1+ years Service code 10 · EIN 43-0765316 | Accounting | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,649 | $88,646-2.3% | $90,223-4.0% | $59,188+46.4% |
| Participation rate | 98.8% | 84.8%+14.0pp | 79.0%+19.8pp | 69.4%+29.4pp |
| Annual return | -2.61% | 11.82%-14.4pp | 1.31%-3.9pp | 5.51%-8.1pp |
| Employer contribution / active EE | $4,695 | $5,463-14.0% | $4,378+7.2% | $2,098+123.8% |
| Participant deferral / active EE | $6,305 | $6,586-4.3% | $5,792+8.9% | $3,265+93.1% |
| Admin fee / account holder | $160 | $63+154.4% | $7,406-97.8% | $92+73.2% |