Filed September 10, 2014
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 77-0573994 3150 ALMADEN EXPRESSWAY · SAN JOSE, CA 95118 | Accounting | $14,040 |
Service code 12 1320 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Participant communication; Recordkeep... | $9,495 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS Service code 12 PO BOX 385017 · BIRMINGHAM, AL 352385017 | Recordkeeping and information managem... | $7,539 |
Filed as: MICHAEL A. SCHMITZ Service code 22 2 WATERS PARK DRIVE · SAN MATEO, CA 94403 | Insurance Broker | $0 |
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 22 400 ROBERT ST NORTH · ST. PAUL, MN 551012037 | Insurance Broker | $0 |
WINTRUST INVESTMENTS LLC5+ years Filed as: WAYNE C DEUTSCHER Service code 22 3 WATERS PARK DRIVE · SAN MATEO, CA 94403 | Insurance Broker | $0 |
Annual investment return 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 | $72,777 | $54,590+33.3% | $81,930-11.2% | $73,488-1.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 9.58% | 17.74%-8.2pp | 29.49%-19.9pp | 28.51%-18.9pp |
| Employer contribution / active EE | $3,474 | $1,636+112.4% | $4,310-19.4% | $2,270+53.0% |
| Participant deferral / active EE | $5,335 | $2,759+93.4% | $7,107-24.9% | $3,740+42.7% |
| Admin fee / account holder | $114 | $592-80.7% | $5,158-97.8% | $513-77.7% |