Filed October 16, 1997 (most recent of 2 filings on file)
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 |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $214,852 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Copying and duplicating; Claims proce... | $155,668 |
ASSET STRATEGY CONSULTANTS1+ years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $106,529 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $92,147 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $83,079 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $69,888 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $62,598 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $60,187 |
US BANK1+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $46,576 |
THE PREVIANT LAW FIRM, S.C.1+ years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $35,213 |
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 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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -0.17% | -2.01%+1.8pp | -0.97%+0.8pp | -0.60%+0.4pp |
| Employer contribution / active EE | $1,619 | $11,144-85.5% | $22,441-92.8% | $12,272-86.8% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |