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 CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $35,622 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347939 | Directed Trustee | $33,996 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $27,208 |
EKS&H LLLP3+ years Service code 10 · EIN 46-1497033 | Accounting | $10,950 |
MONTICELLO ASSOCIATES3+ 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.
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 | $413,253-100.0% | $413,253-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.7%-44.7pp | 40.8%-40.8pp | 45.9%-45.9pp |
| Annual return | 14.81% | 8.43%+6.4pp | 8.55%+6.3pp | 10.21%+4.6pp |
| Employer contribution / active EE | $0 | $57,036-100.0% | $55,494-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |