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: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 02-0488491 | Loan Processing | $928,653 |
JENNER & BLOCK LLP4+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $120,680 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $90,000 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $70,000 |
THE SEGAL COMPANY2 years Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $45,510 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $32,453 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, SMITH & WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $24,400 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,874 | $106,649-6.4% | $80,019+24.8% | $68,904+44.9% |
| Participation rate | 97.6% | 88.1%+9.4pp | 75.8%+21.8pp | 74.1%+23.5pp |
| Annual return | -9.14% | -0.87%-8.3pp | 11.22%-20.4pp | 1.07%-10.2pp |
| Employer contribution / active EE | $7,611 | $4,132+84.2% | $2,468+208.4% | $2,540+199.6% |
| Participant deferral / active EE | $6,412 | $6,395+0.3% | $3,686+74.0% | $4,015+59.7% |
| Admin fee / account holder | $173 | $58+197.0% | $6,521-97.4% | $71+141.9% |