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 CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $37,904 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347939 | Directed Trustee | $35,602 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $27,536 |
EKS&H LLLP4+ years Service code 10 · EIN 46-1497033 | Accounting | $10,950 |
MONTICELLO ASSOCIATES4+ 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 | $215,441-100.0% | $215,441-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 50.7%-50.7pp | 46.4%-46.4pp |
| Annual return | -3.96% | 1.21%-5.2pp | 1.09%-5.1pp | -82.66%+78.7pp |
| Employer contribution / active EE | $67,727 | $59,814+13.2% | $57,621+17.5% | $43,769+54.7% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |