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.3+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 MAC E2818-101, 707 WILSHIRE BLVD · LOS ANGELES, CA 90017 | Recordkeeping | $127,420 |
FINDLEY1 year Service code 11 · EIN 62-0853448 5301 VIRGINIA WAY, SUITE 400 · BRENTWOOD, TN 37027 | Actuarial | $68,040 |
SOREN MCADAM3+ years Filed as: SOREN MCADAM LLP Service code 10 2068 ORANGE TREE LANE, SUITE 100 · REDLANDS, CA 92374 | Accounting | $16,515 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,091-100.0% | $105,260-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 21.7%-21.7pp | 4.5%-4.5pp |
| Annual return | 10.65% | 13.95%-3.3pp | 9.21%+1.4pp | 13.95%-3.3pp |
| Employer contribution / active EE | $18,182 | $16,598+9.5% | $35,088-48.2% | $16,598+9.5% |
| Participant deferral / active EE | $0 | $511-100.0% | $163-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $4,019-100.0% | $612-100.0% |