Filed December 17, 2001
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: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,282,452 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO, N.A. Service code 21 150 FAYETTVILLE STREET MALL · RALEIGH, NC 27601 | Bank Trustee | $291,071 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $201,897 |
Filed as: PRINCIPAL Service code 21 510 N. VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $115,543 |
Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER AVENUE · CHICAGO, IL 60606 | Investment Management | $109,141 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $103,750 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $270,125-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -16.66% | -14.80%-1.9pp | -38.85%+22.2pp | -14.80%-1.9pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $37,752-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |