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.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 MAC E2818-101, 707 WILSHIRE BLVD · LOS ANGELES, CA 90017 | Recordkeeping | $119,512 |
FINDLEY2 years Service code 11 · EIN 62-0853448 5301 VIRGINIA WAY, SUITE 400 · BRENTWOOD, TN 37027 | Actuarial | $117,301 |
SOREN MCADAM4+ years Filed as: SOREN MCADAM LLP Service code 10 2068 ORANGE TREE LANE, SUITE 100 · REDLANDS, CA 92374 | Accounting | $34,045 |
BRENTWOOD ASSET ADVISORS1 year Service code 17 · EIN 59-3718394 1221 FIRST ST SOUTH 11A · JACKSONVILLE BEACH, FL 32250 | Pension Consulting | $33,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $162,452-100.0% | $148,425-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 35.1%-35.1pp | 46.4%-46.4pp |
| Annual return | -1.00% | 45.55%-46.5pp | 38.14%-39.1pp | -82.66%+81.7pp |
| Employer contribution / active EE | $0 | $40,549-100.0% | $34,245-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,245-100.0% | $10,234-100.0% | $11,204-100.0% |