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 |
|---|---|---|
Filed as: CALIFORNIA WINE GROWER FOUNDATION Service code 14 · EIN 94-2166265 5 FINANCIAL PLAZA, SUITE 116 · NAPA, CA 94558 | Plan Administrator | $77,000 |
WM YEE ACTUARIAL CONSULTING6+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET, SUITE 202 · OAKLAND, CA 94607 | Actuarial | $60,275 |
US BANK6+ years Service code 21 · EIN 31-0841368 633 W. 5TH STREET, 24TH FLOOR · LOS ANGELES, CA 90071 | Bank Trustee | $37,662 |
BROTEMARKLE, DAVIS & CO LLP6+ years Service code 10 · EIN 68-0219846 899 ADAMS STREET, SUITE H · ST. HELENA, CA 94574 | Accounting | $31,000 |
P. CHAN & CO., INC.6+ years Service code 27 · EIN 68-0157295 700 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Advisory (Plan) | $25,700 |
BUFFINGTON & AARON6+ years Service code 29 · EIN 94-3151719 388 MARKET STREET · SAN FRANCISCO, CA 94111 | Legal | $7,230 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $409,661-100.0% | $411,083-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 30.8%-30.8pp | 1.7%-1.7pp |
| Annual return | 13.39% | 627.08%-613.7pp | 5.50%+7.9pp | 627.08%-613.7pp |
| Employer contribution / active EE | $493 | $18,824-97.4% | $28,518-98.3% | $18,824-97.4% |
| Participant deferral / active EE | $0 | $418-100.0% | $818-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $7,663-100.0% | $1,923-100.0% |