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 FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $356,442 |
MERCER3+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $253,742 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $206,000 |
LPL FINANCIAL3+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $151,743 |
T.H. FITZGERALD3+ years Service code 28 · EIN 03-0756895 | Investment Management | $99,411 |
KENNEDY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 43-1225960 | Investment Management | $84,463 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $77,069 |
RUBINBROWN LLP3+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $21,300 |
RBO PRINTLOGISTIX, INC2+ years Service code 49 · EIN 43-1384444 | Other Services | $8,299 |
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.
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 | $0 | $1,867,444-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 0.0%0pp |
| Annual return | 14.61% | 17.84%-3.2pp | 9.84%+4.8pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $50,102-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $612-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $18,647-100.0% | - |