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 |
|---|---|---|
MERCER8+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $599,768 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $350,815 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $255,126 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $59,339 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $22,500 |
ARMSTRONG TEASDALE1 year Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-1274026 | Legal | $14,734 |
MINUTEMAN PRESS4 years Service code 36 · EIN 75-2086514 | Direct payment from the plan; Copying... | $8,188 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $732,694-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 7.1%-7.1pp | 1.5%-1.5pp |
| Annual return | -19.27% | 23.41%-42.7pp | -15.18%-4.1pp | 23.41%-42.7pp |
| Employer contribution / active EE | $2,613 | $12,650-79.3% | $53,321-95.1% | $12,650-79.3% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $0 | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |