Filed September 28, 1999 (most recent of 3 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 3-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Recordkeeping fees; Direct payment fr... | $119,300 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $47,380 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CO Service code 13 · EIN 94-1347393 | Contract Administrator | $19,538 |
Service code 13 · EIN 23-2259884 | Contract Administrator | $16,061 |
DUANE MORRIS LLP1 year Service code 29 · EIN 23-1392502 | Legal | $14,535 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $11,186 |
DATABANK IMX LLC3+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $8,464 |
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.
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.
Plan reported a final filing / termination within the last year.
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -91.80% | -4.13%-87.7pp | -2.99%-88.8pp | -82.66%-9.1pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |