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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $473,624 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $372,131 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 FOX INVESTMENT CONSULTING GROUP · ST. LOUIS, MO 63103 | Advisory (Plan) | $100,000 |
RUBINBROWN LLP4 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $22,600 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,825 | $108,592+3.0% | $129,110-13.4% | $77,904+43.5% |
| Participation rate | 97.9% | 84.8%+13.1pp | 77.3%+20.6pp | 73.7%+24.2pp |
| Annual return | -13.66% | -13.72%+0.1pp | -10.94%-2.7pp | 12.21%-25.9pp |
| Employer contribution / active EE | $5,485 | $5,713-4.0% | $5,052+8.6% | $2,848+92.6% |
| Participant deferral / active EE | $8,674 | $7,051+23.0% | $6,542+32.6% | $4,806+80.5% |
| Admin fee / account holder | $214 | $91+133.9% | $14,302-98.5% | $133+61.2% |