Filed December 7, 2001 (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.
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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $347,161 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 27 · EIN 51-0368279 | Advisory (Plan) | $198,475 |
NEPC, LLC2+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $170,509 |
Filed as: WINDHAVEN Service code 51 · EIN 27-3763801 | Investment Mgmt Fees | $159,156 |
Filed as: GRYPHON Service code 51 · EIN 98-0432908 | Investment Mgmt Fees | $139,614 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $121,782 |
Filed as: CLIFTON GROUP INVESTMENT MANAGEMENT Service code 51 · EIN 41-0995965 | Investment Mgmt Fees | $120,473 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $106,879 |
KEY BANK NATIONAL ASSOCIATION2+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $105,600 |
WELLINGTON TRUST COMPANY2+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $87,732 |
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.
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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 7.52% | 10.84%-3.3pp | 5.00%+2.5pp | 5.86%+1.7pp |
| Employer contribution / active EE | $5,381 | $5,136+4.8% | $35,918-85.0% | $10,137-46.9% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |