Filed March 31, 1999
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $39,320 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $28,747 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $23,193 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $12,598 |
RUBINBROWN LLP2+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $10,000 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 | Investment Management | $8,456 |
T.H. FITZGERALD2+ years Service code 28 · EIN 03-0756895 | Investment Management | $7,567 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC. Service code 16 · EIN 34-1542819 | Consulting | $6,132 |
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 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | 5.44% | 0.91%+4.5pp | 4.64%+0.8pp | 4.16%+1.3pp |
| Employer contribution / active EE | $0 | $49,989-100.0% | $35,349-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $461-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |