Filed February 18, 2004 (most recent of 2 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 9-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 |
|---|---|---|
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $113,355 |
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $107,903 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $97,000 |
Filed as: FIDELITY INSTL ASSET MGMNT TRUST CO Service code 28 · EIN 20-4569714 | Investment Management | $66,200 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $53,538 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 19 · EIN 04-2755549 | Securities Custodian | $36,496 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $33,223 |
Service code 28 · EIN 25-6078093 | Investment Management | $14,238 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 10.25% | 9.03%+1.2pp | 90.60%-80.4pp | 627.08%-616.8pp |
| Employer contribution / active EE | $25,877 | $13,843+86.9% | $32,727-20.9% | $18,824+37.5% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |