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 | $496,044 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $90,000 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $73,597 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $28,350 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $12,812 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 16 · EIN 13-1835864 | Consulting | $11,814 |
JENNER & BLOCK LLP8+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $8,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,358 | $125,029-1.3% | $90,749+35.9% | $78,044+58.1% |
| Participation rate | 98.0% | 93.0%+5.1pp | 75.7%+22.3pp | 74.4%+23.6pp |
| Annual return | -14.74% | -14.80%+0.1pp | -12.16%-2.6pp | 10.87%-25.6pp |
| Employer contribution / active EE | $7,414 | $4,916+50.8% | $2,921+153.8% | $3,125+137.3% |
| Participant deferral / active EE | $7,904 | $7,684+2.9% | $4,564+73.2% | $5,084+55.5% |
| Admin fee / account holder | $81 | $56+45.9% | $8,445-99.0% | $79+3.1% |