Filed August 26, 2009 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC LIFE INSURANCE1 year Filed as: PACIFIC LIFE Service code 51 700 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Mgmt Fees | $198,492 |
HEWITT ASSOCIATES LLC2+ years Service code 51 P.O. BOX 95135 · CHICAGO, IL 606945135 | Investment Mgmt Fees | $100,324 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 25 · EIN 41-1592157 | Directed Trustee | $30,156 |
VAN IWAARDEN ASSOCIATES2+ years Service code 11 · EIN 41-1894458 | Actuarial | $24,901 |
Service code 15 · EIN 41-0693889 451 LEXINGTON AVE N · ST. PAUL, MN 55104 | Recordkeeping | $16,701 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $9,108 |
AON CONSULTING2+ years Filed as: AON HEWITT GROUP TRUST Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $0 |
AON CONSULTING2+ years Filed as: AON HEWITT TRUST GROUP Service code 51 | Investment Mgmt Fees | $0 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 6.33% | 10.88%-4.6pp | 9.39%-3.1pp | 13.95%-7.6pp |
| Employer contribution / active EE | $0 | $18,458-100.0% | $33,466-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |