Wilson Sonsini Goodrich & Rosati, PC

85
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
85
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (68)
Average in Peer Group ()
Highest in Peer Group (93)

Plan Description

WSGR 401k and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. WSGR 401k and Profit Sharing Plan currently has over 2,100 active participants and over $352.3M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (85) and the top rated plan (93) could equate to:
7
Additional years of work
59,584
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 650 Page Mill Road
  • Location
    Palo Alto , CA
  • 94304-1050
  • Industry
    Offices of Lawyers
  • Administrator
    Donald E. Bradley
  • Net Plan Assets
    $352,000,000
  • Total Participants
    2,100
  • Avg Account Balance
    $180,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Schwab Personal Choice Retirement Account 19%
N/A
Schwab S&P 500 Index 19%
18%
Vanguard Group Target Retirement 15%
7%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Pacific Life Insurance
Insurance Advisor/Broker
American Investors Company
Investment Adviser
Constellation Wealth Advisors
Investment Adviser
Nelson Roberts Investment
Investment Adviser
Scharf Investments LLC
Investment Adviser
Loring Ward Securities, Inc.
Investment Adviser
Callan Capital LLC
Investment Adviser
Buckingham Asset Management, Inc.
Recordkeeper
Charles Schwab
Auditor
Moss Adams

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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