Filed April 6, 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 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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INSTITUTIONAL Service code 21 · EIN 94-1347393 | Bank Trustee | $17,347 |
ICG ADVISORS, LLC1 year Service code 27 · EIN 94-3444935 11111 SANTA MONICA BLVD. SUITE 2100 · LOS ANGELES, CA 90025 | Advisory (Plan) | $13,345 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 1800 AVENUE OF THE STARS, 2ND FLOOR · LOS ANGELES, CA 90067 | Investment Management | $6,568 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 9.27% | 5.83%+3.4pp | 4.07%+5.2pp | 7.18%+2.1pp |
| Employer contribution / active EE | $7,478 | $11,683-36.0% | $45,149-83.4% | $13,095-42.9% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |