Filed November 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 11 PO BOX 905188 · CHARLOTTE, NC 28290 | Actuarial | $125,167 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $14,004 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 56-1354495 | Bank Trustee | $7,892 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 27 PO BOX 219143 · KANSAS CITY, MO 641216143 | Advisory (Plan) | $4,442 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 0.64% | 99.73%-99.1pp | 90.60%-90.0pp | 259.13%-258.5pp |
| Employer contribution / active EE | $3,083 | $35,076-91.2% | $32,727-90.6% | $41,469-92.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |