Filed March 23, 2006
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 4-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.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 MAC E2818-101, 707 WILSHIRE BLVD · LOS ANGELES, CA 90017 | Recordkeeping | $120,978 |
BRYAN CAVE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 11 · EIN 62-0853448 5301 VIRGINIA WAY, SUITE 400 · BRENTWOOD, TN 37027 | Actuarial | $53,037 |
SOREN MCADAM1+ years Filed as: SOREN MCADAM LLP Service code 10 2068 ORANGE TREE LANE, SUITE 100 · REDLANDS, CA 92374 | Accounting | $23,134 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $211,396-100.0% | $205,401-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | -0.39% | 2.81%-3.2pp | 0.02%-0.4pp | 2.81%-3.2pp |
| Employer contribution / active EE | $5,945 | $16,358-63.7% | $45,513-86.9% | $16,358-63.7% |
| Participant deferral / active EE | $0 | $775-100.0% | $109-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,705-100.0% | $1,639-100.0% |