Filed October 31, 2005 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 733 MARQUETTE AVENUE S · MINNEAPOLIS, MN 55479 | Bank Trustee | $71,979 |
ICE MILLER LLP1+ years Service code 11 · EIN 35-0874357 ONE AMERICAN SQUARE, SUITE 2900 · INDIANAPOLIS, IN 462820200 | Actuarial | $44,386 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 300 INTERNATIONAL PARKWAY · HEATHROW, FL 32746 | Advisory (Plan) | $14,387 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 220 S. 6TH ST · MINNEAPOLIS, MN 55402 | Accounting | $14,300 |
AMERICAN FUNDS1+ years Service code 28 · EIN 22-1557722 ONE MARKET - STEUART TOWER · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
BAIRD FUNDS1+ years Filed as: BAIRD FUNDS, INC Service code 52 | Indirect Investment Fees | $0 |
BAIRD FUNDS1+ years Filed as: BARID FUNDS Service code 28 · EIN 39-2002095 C/O U.S. BANCORP FUND SERVICES, LLC · MILWAUKEE, WI 532010701 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Service code 28 · EIN 27-1346874 DIMENSIONAL PLACE · AUSTIN, TX 78746 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 · EIN 34-1570746 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 52 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -1.28% | -1.73%+0.4pp | -3.43%+2.1pp | -7.14%+5.9pp |
| Employer contribution / active EE | $6,833 | $18,310-62.7% | $25,607-73.3% | $14,613-53.2% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |