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. $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 10-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 |
|---|---|---|
ICG ADVISORS, LLC2 years Service code 27 · EIN 94-3444935 11111 SANTA MONICA BLVD. SUITE 2100 · LOS ANGELES, CA 90025 | Advisory (Plan) | $97,885 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INSTITUTIONAL Service code 21 · EIN 94-1347393 | Bank Trustee | $20,014 |
Filed as: AMI ASSET MANAGEMENT Service code 28 · EIN 95-4446454 10866 WILSHIRE BLVD, SUITE 770 · LOS ANGELES, CA 90024 | Investment Management | $14,866 |
Filed as: ALPINE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 81-4872049 8000 MARYLAND AVENUE, SUITE 700 · ST. LOUIS, MO 63105 | Investment Management | $8,575 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 1800 AVENUE OF THE STARS, 2ND FLOOR · LOS ANGELES, CA 90067 | Investment Management | $8,203 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $6,614 |
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.
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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 12.06% | 14.13%-2.1pp | 8.93%+3.1pp | 23.90%-11.8pp |
| Employer contribution / active EE | $6,091 | $10,974-44.5% | $43,470-86.0% | $16,539-63.2% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |