Filed September 11, 1992
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 |
|---|---|---|
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $231,151 |
SAGE ADVISORY SERVICES5+ years Service code 28 · EIN 74-2798841 | Investment Management | $58,144 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $12,917 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO & COMPANY Service code 21 420 MONTGOMERY ST. · SAN FRANCISCO, CA 94163 | Bank Trustee | $10,635 |
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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 13.01% | 16.35%-3.3pp | 10.78%+2.2pp | 53.27%-40.3pp |
| Employer contribution / active EE | $5,771 | $11,482-49.7% | $41,857-86.2% | $14,774-60.9% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |