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 |
|---|---|---|
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $441,794 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $398,624 |
MERCER6+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $198,583 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $60,681 |
T.H. FITZGERALD1 year Filed as: T. H. FITZGERALD Service code 28 · EIN 43-0756895 | Investment Management | $24,178 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $22,500 |
KENNEDY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 43-1225960 | Investment Management | $17,325 |
ROLLOVER SYSTEMS, INC.1 year Service code 49 · EIN 26-0008851 | Other Services | $6,185 |
MINUTEMAN PRESS2 years Service code 36 · EIN 75-2086514 | Copying and duplicating; Direct payme... | $5,943 |
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 | $0 | $793,067-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 10.85% | 12.86%-2.0pp | 10.21%+0.6pp | 12.86%-2.0pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $40,687-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $0 | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |