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 | $473,105 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $115,000 |
JENNER & BLOCK LLP5+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $110,365 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $63,911 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN, SMITH & WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $25,100 |
THE SEGAL COMPANY3 years Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $24,203 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Securities brokerage commissions and ... | $21,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,042 | $156,529-16.3% | $93,606+40.0% | $82,204+59.4% |
| Participation rate | 98.0% | 86.5%+11.5pp | 75.8%+22.2pp | 73.4%+24.6pp |
| Annual return | 19.76% | 20.36%-0.6pp | 32.76%-13.0pp | 26.31%-6.5pp |
| Employer contribution / active EE | $8,098 | $4,800+68.7% | $2,718+197.9% | $2,707+199.1% |
| Participant deferral / active EE | $7,132 | $6,674+6.9% | $4,069+75.3% | $4,246+68.0% |
| Admin fee / account holder | $117 | $65+81.1% | $7,888-98.5% | $76+55.1% |