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 |
|---|---|---|
MERCER9+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $1,284,998 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $236,909 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $213,689 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $61,163 |
RUBINBROWN LLP4 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $23,600 |
ARMSTRONG TEASDALE2 years Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-1274026 | Legal | $10,466 |
Service code 49 · EIN 16-1450952 | Other Services | $9,000 |
QUARLES & BRADY LLP1 year Filed as: QUARLES & BRADY Service code 29 · EIN 39-0432630 | Legal | $8,054 |
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 | $848,047-100.0% | $848,047-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 2.79% | 3.42%-0.6pp | 5.63%-2.8pp | 24.42%-21.6pp |
| Employer contribution / active EE | $0 | $43,854-100.0% | $36,086-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $22,079-100.0% |