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 | $460,501 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $90,000 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $60,000 |
JENNER & BLOCK LLP7+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $32,218 |
THE SEGAL COMPANY5 years Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $24,698 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN, SMITH & WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $24,200 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $12,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,813 | $153,507-3.1% | $106,548+39.7% | $101,517+46.6% |
| Participation rate | 98.1% | 86.3%+11.7pp | 76.1%+21.9pp | 74.6%+23.5pp |
| Annual return | 22.44% | 15.11%+7.3pp | 26.80%-4.4pp | 21.00%+1.4pp |
| Employer contribution / active EE | $7,291 | $4,668+56.2% | $2,819+158.6% | $2,973+145.2% |
| Participant deferral / active EE | $7,504 | $7,264+3.3% | $4,398+70.6% | $4,873+54.0% |
| Admin fee / account holder | $82 | $74+11.5% | $7,407-98.9% | $139-41.1% |