Filed November 10, 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 |
|---|---|---|
Filed as: JPMORGAN Service code 28 · EIN 13-3200244 | Investment Management | $128,752 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $96,211 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 56-1354495 | Bank Trustee | $89,069 |
NEPC, LLC2+ years Filed as: NEPC Service code 17 · EIN 04-2927339 | Pension Consulting | $13,155 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 7.54% | 5.09%+2.4pp | 4.74%+2.8pp | 7.18%+0.4pp |
| Employer contribution / active EE | $6,623 | $33,192-80.0% | $46,220-85.7% | $13,095-49.4% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |