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 FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $450,091 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $351,955 |
MERCER5+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $149,780 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $65,657 |
T.H. FITZGERALD5+ years Service code 28 · EIN 43-0756895 | Investment Management | $42,972 |
KENNEDY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 43-1225960 | Investment Management | $23,245 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $22,000 |
MINUTEMAN PRESS1 year Service code 36 · EIN 75-2086514 | Direct payment from the plan; Copying... | $8,321 |
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 | $341,093,897-100.0% | $671,907-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 0.0%0pp |
| Annual return | 16.02% | 21.83%-5.8pp | 10.76%+5.3pp | 21.83%-5.8pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $68,795-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $229-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $6,717-100.0% | $1,551,325-100.0% |