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, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $57,410 |
WELLS FARGO BANK, N.A.8+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,011 |
Filed as: FIDELITY INSTL ASSET MGMNT TRUST CO Service code 28 · EIN 20-4569714 | Investment Management | $11,619 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $9,686 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -3.93% | -41.91%+38.0pp | -38.85%+34.9pp | -14.65%+10.7pp |
| Employer contribution / active EE | $0 | $40,094-100.0% | $37,752-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |