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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $612,246 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $478,050 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $133,299 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $21,000 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,363 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $119,219 | $113,995+4.6% | $127,761-6.7% | $77,787+53.3% |
| Participation rate | 98.3% | 85.7%+12.6pp | 79.0%+19.3pp | 73.2%+25.1pp |
| Annual return | 20.52% | 26.09%-5.6pp | 26.14%-5.6pp | 32.57%-12.1pp |
| Employer contribution / active EE | $4,850 | $6,012-19.3% | $4,574+6.0% | $2,504+93.6% |
| Participant deferral / active EE | $8,148 | $7,267+12.1% | $6,021+35.3% | $3,967+105.4% |
| Admin fee / account holder | $254 | $108+136.1% | $9,395-97.3% | $100+154.2% |