Filed April 24, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,371 |
CALLAN LLC1 year Service code 27 · EIN 82-2748926 | Advisory (Plan) | $40,000 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $33,900 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 36-4019175 | Consulting | $18,750 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $6,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$250,792 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,810 | $129,021+120.7% | $184,203+54.6% | $77,643+266.8% |
| Participation rate | 97.4% | 87.3%+10.0pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 15.69% | 33.27%-17.6pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $8,171 | $4,413+85.2% | $6,427+27.1% | $2,726+199.8% |
| Participant deferral / active EE | $12,151 | $7,297+66.5% | $9,131+33.1% | $4,647+161.5% |
| Admin fee / account holder | -$78 | $254-130.9% | $13,901-100.6% | $430-118.2% |