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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347939 | Directed Trustee | $33,422 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $29,219 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $23,542 |
EKS&H LLLP1+ years Service code 10 · EIN 46-1497033 | Accounting | $21,900 |
MONTICELLO ASSOCIATES1+ years Filed as: MONTICELLO ASSOCIATE Service code 28 · EIN 84-1205635 | Investment Management | $9,500 |
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 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 | $50,876-100.0% | $296,643-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.4%-44.4pp | 15.7%-15.7pp |
| Annual return | -0.46% | -678.32%+677.9pp | -18.97%+18.5pp | -7.14%+6.7pp |
| Employer contribution / active EE | $55,600 | $15,484+259.1% | $54,628+1.8% | $14,613+280.5% |
| Participant deferral / active EE | $0 | $140-100.0% | $78-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $9,901-100.0% | $1,191-100.0% |