Filed August 14, 2003
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 7-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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 11 · EIN 52-2252204 | Actuarial | $344,490 |
BUCK GLOBAL, LLC2 years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $120,035 |
Filed as: CONDUENT HR LLC Service code 11 · EIN 13-3954297 | Actuarial | $84,259 |
Filed as: GENESIS LLP Service code 11 · EIN 41-0371070 | Actuarial | $70,838 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 11 · EIN 11-2517083 | Actuarial | $39,593 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 18 · EIN 13-4994650 | Custodial (securities); Custodial (ot... | $19,250 |
Filed as: SILCHESTER LLC Service code 11 · EIN 36-7045783 | Actuarial | $6,714 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | -27.31% | 10.64%-37.9pp | 90.60%-117.9pp | 11.45%-38.8pp |
| Employer contribution / active EE | $6,673 | $11,339-41.2% | $32,727-79.6% | $17,219-61.2% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |