Filed January 15, 1999 (most recent of 4 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $494,964 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $274,685 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $90,000 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $75,000 |
MCGUIREWOODS LLP2 years Service code 29 800 E CANAL STREET · RICHMOND, VA 23219 | Legal | $60,626 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $52,891 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY EASTERN STATES IN Service code 16 1800 M ST NW STE 9 S · WASHINGTON, DC 20036 | Consulting | $24,609 |
ARMANINO LLP2 years Service code 10 2700 CAMINO RAMON STE 350 · SAN RAMON, CA 94583 | Accounting | $24,150 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $5,887 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,925 | $117,739+42.6% | $116,228+44.5% | $117,739+42.6% |
| Participation rate | 99.5% | 76.6%+22.8pp | 74.6%+24.9pp | 76.6%+22.8pp |
| Annual return | 13.94% | 17.29%-3.3pp | 90.06%-76.1pp | 17.29%-3.3pp |
| Employer contribution / active EE | $10,081 | $3,746+169.1% | $2,994+236.6% | $3,746+169.1% |
| Participant deferral / active EE | $8,922 | $6,128+45.6% | $4,953+80.1% | $6,128+45.6% |
| Admin fee / account holder | $121 | $112+8.2% | $11,989-99.0% | $112+8.2% |