Filed July 27, 1998 (most recent of 2 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.
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 |
|---|---|---|
DORSEY & WHITNEY LLP9 years Service code 29 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554021498 | Legal | $6,957 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $628,955-100.0% | $628,955-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 43.9%-43.9pp |
| Annual return | -4.83% | 8.11%-12.9pp | 8.13%-13.0pp | 13.05%-17.9pp |
| Employer contribution / active EE | $0 | $43,816-100.0% | $42,632-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,946-100.0% |