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 LLC8+ years Service code 28 · EIN 01-0614895 | Investment Management | $208,514 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $195,500 |
ZENITH AMERICAN SOLUTIONS8+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $151,970 |
Filed as: ASSET CONSULTING GROUP, LLC Service code 17 · EIN 26-0887580 | Pension Consulting | $123,130 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $111,324 |
SEI INVESTMENTS8+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $48,978 |
US BANK8+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $41,518 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $38,353 |
Service code 29 · EIN 39-1211596 | Legal | $28,816 |
LUTZ & COMPANY, PC4 years Filed as: LUTZ & COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $25,000 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -14.40% | 62.64%-77.0pp | -2.63%-11.8pp | 2.77%-17.2pp |
| Employer contribution / active EE | $1,829 | $9,627-81.0% | $29,884-93.9% | $15,262-88.0% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |