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, LLC3 years Service code 27 · EIN 94-3444935 11111 SANTA MONICA BLVD. SUITE 2100 · LOS ANGELES, CA 90025 | Advisory (Plan) | $67,003 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO INSTITUTIONAL Service code 21 · EIN 94-1347393 | Bank Trustee | $23,068 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $18,299 |
Filed as: AMI ASSET MANAGEMENT Service code 28 · EIN 95-4446454 10866 WILSHIRE BLVD, SUITE 770 · LOS ANGELES, CA 90024 | Investment Management | $12,872 |
Filed as: ALPINE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 81-4872049 8000 MARYLAND AVENUE, SUITE 700 · ST. LOUIS, MO 63105 | Investment Management | $11,476 |
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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -4.16% | -3.07%-1.1pp | -3.19%-1.0pp | 0.19%-4.4pp |
| Employer contribution / active EE | $13,478 | $12,239+10.1% | $48,658-72.3% | $13,763-2.1% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |