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 ENGINES2+ years Service code 26 · EIN 94-3250323 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $575,897 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $542,993 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO, FOX INVEST CONSULTING Service code 27 | Advisory (Plan) | $169,424 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 15 · EIN 47-0533629 PO BOX 2226 · OMAHA, NE 68103 | Recordkeeping | $6,102 |
Filed as: RETIREMENT PLAN SERVICES Service code 49 · EIN 43-1904010 | Other Services | $0 |
RUBINBROWN LLP2+ years Service code 10 · EIN 43-0765316 | Accounting | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $0 |
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 | $96,133 | $98,217-2.1% | $105,722-9.1% | $63,975+50.3% |
| Participation rate | 98.4% | 81.9%+16.5pp | 78.9%+19.5pp | 71.1%+27.2pp |
| Annual return | 7.44% | 20.18%-12.7pp | 12.25%-4.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $3,937 | $4,802-18.0% | $4,079-3.5% | $2,182+80.5% |
| Participant deferral / active EE | $5,981 | $6,019-0.6% | $5,326+12.3% | $3,356+78.2% |
| Admin fee / account holder | $147 | $70+110.4% | $8,308-98.2% | $70+108.4% |