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 | $146,710 |
Filed as: ROCATON Service code 27 · EIN 04-3468035 | Advisory (Plan) | $51,000 |
ERNST & YOUNG LLP7 years Service code 10 · EIN 34-6565596 | Accounting | $41,450 |
Filed as: PRUDENTIAL Service code 27 · EIN 23-6994310 | Advisory (Plan) | $40,023 |
WELLS FARGO BANK, N.A.8+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $20,774 |
BLACKROCK4 years Service code 28 · EIN 32-0174431 | Investment Management | $2,089 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -18.85% | -10.02%-8.8pp | -4.80%-14.0pp | -5.25%-13.6pp |
| Employer contribution / active EE | $0 | $10,293-100.0% | $30,897-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |