Filed September 17, 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 7-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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 27 · EIN 94-3382001 | Advisory (Plan) | $60,262 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $55,000 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS Service code 11 111 W. MONROE STREET · CHICAGO, IL 60603 | Actuarial | $32,942 |
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.38% | -0.43%-0.9pp | -3.43%+2.0pp | -0.60%-0.8pp |
| Employer contribution / active EE | $3,137 | $10,132-69.0% | $25,607-87.7% | $12,272-74.4% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |