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 | $512,983 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $90,000 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $71,346 |
MCGUIRE WOODS1 year Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $43,452 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $30,450 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL GROUP Service code 16 · EIN 13-1835864 | Consulting | $23,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,126 | $136,310+11.6% | $98,439+54.5% | $103,482+47.0% |
| Participation rate | 97.8% | 89.2%+8.6pp | 75.2%+22.7pp | 73.3%+24.6pp |
| Annual return | 17.48% | 19.67%-2.2pp | 21.16%-3.7pp | 33.11%-15.6pp |
| Employer contribution / active EE | $7,929 | $4,714+68.2% | $3,048+160.1% | $3,208+147.2% |
| Participant deferral / active EE | $8,755 | $7,358+19.0% | $4,738+84.8% | $5,207+68.1% |
| Admin fee / account holder | $92 | $76+21.4% | $8,948-99.0% | $114-19.0% |