Filed October 18, 2004 (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 3-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 CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,104,296 |
Service code 28 865 S FIGUEROA ST · LOS ANGELES, CA 92660 | Investment Management | $152,881 |
Filed as: STATE STREET Service code 18 · EIN 04-2456637 | Trustee (bank, trust company, or simi... | $150,598 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 620 8TH AVENUE, 50TH FLOOR · NEW YORK, NY 10018 | Advisory (Plan) | $136,340 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $11,423 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $10,120 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 2.3%-2.3pp |
| Annual return | 8.26% | 18.69%-10.4pp | 10.59%-2.3pp | 37.74%-29.5pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $43,976-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |