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 LLC6+ years Service code 28 · EIN 01-0614895 | Investment Management | $204,555 |
ZENITH AMERICAN SOLUTIONS6+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Participant communication; Direct pay... | $156,320 |
ASSET STRATEGY CONSULTANTS6+ years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $109,463 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $86,101 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $48,511 |
SEI INVESTMENTS6+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $42,599 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $40,550 |
US BANK6+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $36,852 |
THE PREVIANT LAW FIRM, S.C.6+ years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $24,795 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ & COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $13,000 |
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.
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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 14.26% | 11.11%+3.1pp | 10.57%+3.7pp | 11.45%+2.8pp |
| Employer contribution / active EE | $6,025 | $4,670+29.0% | $18,335-67.1% | $17,219-65.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |