Filed February 23, 1994
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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $39,207 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,150 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $9,817 |
AMERICAN FUNDS2+ years Filed as: HM CAPITAL MANAGEMENT Service code 17 · EIN 20-3287389 | Pension Consulting | $5,896 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 8.86% | 17.94%-9.1pp | 5.44%+3.4pp | 7.18%+1.7pp |
| Employer contribution / active EE | $36 | $12,263-99.7% | $25,481-99.9% | $13,095-99.7% |
| Participant deferral / active EE | $807 | $388+108.3% | $65+1144.2% | $385+109.9% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |