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 CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $251,952 |
SAGE ADVISORY SERVICES6+ years Service code 28 · EIN 74-2798841 | Investment Management | $52,359 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $12,195 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO & COMPANY Service code 21 420 MONTGOMERY ST. · SAN FRANCISCO, CA 94163 | Bank Trustee | $10,347 |
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.
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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 8.91% | 8.57%+0.3pp | 174.94%-166.0pp | 11.45%-2.5pp |
| Employer contribution / active EE | $933 | $13,016-92.8% | $38,590-97.6% | $17,219-94.6% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |