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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO INSTITUTIONAL Service code 21 · EIN 94-1347393 | Bank Trustee | $23,291 |
ICG ADVISORS, LLC5 years Service code 27 · EIN 94-3444935 | Advisory (Plan) | $17,264 |
Filed as: ALPINE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 81-4872049 | Investment Management | $15,210 |
Filed as: AMI ASSET MANAGEMENT Service code 28 · EIN 95-4446454 | Investment Management | $12,256 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $9,123 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $3,730 |
BLS GLOBAL EQUITIES, LLC1 year Service code 28 · EIN 61-1734624 | Investment Management | $683 |
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.
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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 19.30% | 11.02%+8.3pp | 1087.39%-1068.1pp | 11.45%+7.8pp |
| Employer contribution / active EE | $7,122 | $20,468-65.2% | $42,245-83.1% | $17,219-58.6% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |