Filed April 28, 1997
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $323,210 |
FISHER INVESTMENTS1 year Service code 28 · EIN 20-2480800 | Investment Management | $296,396 |
Filed as: MONDRIAN INVESTMENT GROUP(US) INC Service code 28 · EIN 36-7205063 | Investment Management | $238,795 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $221,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $214,847 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $174,110 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $149,021 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD AND COMPANY Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $147,911 |
C.S. MCKEE, L.P.1 year Filed as: CS MCKEE LP Service code 28 · EIN 25-1900687 | Investment Management | $123,006 |
Service code 28 · EIN 61-1691139 | Investment Management | $105,960 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.09% | 12.92%-0.8pp | 10.36%+1.7pp | 17.84%-5.8pp |
| Employer contribution / active EE | $22,773 | $14,070+61.9% | $37,738-39.7% | $14,688+55.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |