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 |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Filed as: DELLOITTE & TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $20,975 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $14,500 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 27 · EIN 94-3382001 | Advisory (Plan) | $10,331 |
ERNST & YOUNG LLP4+ years Filed as: ERNST AND YOUNG Service code 28 · EIN 34-6565596 | Investment Management | $10,000 |
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.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.47% | 7.01%-14.5pp | 12.68%-20.2pp | 0.19%-7.7pp |
| Employer contribution / active EE | $1,860 | $12,638-85.3% | $22,860-91.9% | $13,763-86.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |