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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $126,023 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347939 | Directed Trustee | $33,812 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $26,436 |
EKS&H LLLP2+ years Service code 10 · EIN 46-1497033 | Accounting | $10,950 |
DORSEY & WHITNEY LLP1 year Service code 29 · EIN 41-0223337 | Legal | $9,892 |
MONTICELLO ASSOCIATES2+ 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.
Employer contribution per participant 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.
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 | $204,494-100.0% | $358,154-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 39.7%-39.7pp | 37.4%-37.4pp | 45.6%-45.6pp |
| Annual return | 5.63% | 2.15%+3.5pp | 2.24%+3.4pp | 4.16%+1.5pp |
| Employer contribution / active EE | $100 | $53,629-99.8% | $54,559-99.8% | $42,916-99.8% |
| Participant deferral / active EE | $0 | $81-100.0% | $81-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,530-100.0% | $6,053-100.0% | $21,465-100.0% |