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 COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $376,203 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $375,288 |
MERCER7+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $213,786 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $60,715 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $22,500 |
KENNEDY CAPITAL MANAGEMENT7+ years Service code 28 · EIN 43-1225960 | Investment Management | $8,305 |
MINUTEMAN PRESS3 years Service code 36 · EIN 75-2086514 | Copying and duplicating; Direct payme... | $6,795 |
T.H. FITZGERALD2 years Filed as: T. H. FITZGERALD Service code 28 · EIN 43-0756895 | Investment Management | $5,490 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $5,455 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $861,422-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 14.3%-14.3pp | 3.7%-3.7pp |
| Annual return | 2.56% | 15.63%-13.1pp | 6.57%-4.0pp | 15.63%-13.1pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $34,489-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $0 | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |