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 | $425,150 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $115,000 |
JENNER & BLOCK LLP6+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $102,789 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $60,000 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN, SMITH & WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $25,850 |
THE SEGAL COMPANY4 years Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $23,016 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Securities brokerage commissions and ... | $14,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,691 | $146,341-18.9% | $98,907+20.0% | $93,223+27.3% |
| Participation rate | 98.3% | 89.3%+9.0pp | 76.0%+22.3pp | 74.9%+23.4pp |
| Annual return | 16.16% | 16.85%-0.7pp | 196.43%-180.3pp | 19.29%-3.1pp |
| Employer contribution / active EE | $4,671 | $4,823-3.2% | $2,689+73.7% | $2,680+74.3% |
| Participant deferral / active EE | $6,022 | $7,126-15.5% | $4,244+41.9% | $4,563+32.0% |
| Admin fee / account holder | $87 | $63+38.8% | $6,642-98.7% | $79+10.0% |