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.
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 |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $313,885 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $299,470 |
MERCER2+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $159,811 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $157,615 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 | Investment Management | $111,953 |
T.H. FITZGERALD2+ years Service code 28 · EIN 03-0756895 | Investment Management | $102,699 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $77,633 |
RUBINBROWN LLP2+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $20,600 |
RBO PRINTLOGISTIX, INC1+ years Service code 49 · EIN 43-1384444 | Other Services | $8,360 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $381,942,733-100.0% | $295,226-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 0.0%0pp |
| Annual return | 7.51% | 9.19%-1.7pp | 4.64%+2.9pp | 9.19%-1.7pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $35,349-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $461-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $343,074-100.0% | $2,655,710-100.0% |