Filed September 15, 1998
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: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $92,593 |
Filed as: PRUDENTIAL Service code 27 · EIN 23-6994310 | Advisory (Plan) | $53,073 |
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $38,700 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $36,508 |
SANTANDER BANK1 year Filed as: SANTANDER Service code 27 · EIN 23-1237295 | Advisory (Plan) | $30,056 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $28,488 |
BLACKROCK1 year Service code 28 · EIN 32-0174431 | Investment Management | $6,553 |
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.
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 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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 18.43% | 15.46%+3.0pp | 18.06%+0.4pp | 16.32%+2.1pp |
| Employer contribution / active EE | $0 | $10,289-100.0% | $30,411-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |