Filed June 23, 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 |
|---|---|---|
SHEPHERD KAPLAN LLC2+ years Service code 17 · EIN 83-0368447 | Pension Consulting | $233,751 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 51-2106600 | Investment Management | $175,545 |
Service code 11 · EIN 13-3954297 | Actuarial | $142,420 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $95,255 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $74,451 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN COMMERCIAL LINES LLC Service code 14 · EIN 52-2106600 | Plan Administrator | $31,480 |
BREAN CAPITAL, LLC2+ years Service code 61 · EIN 13-4113323 | Finders' fees / placement fees | $29,882 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,191 |
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 10.02% | 4.38%+5.6pp | 4.72%+5.3pp | 7.18%+2.8pp |
| Employer contribution / active EE | $11,056 | $13,406-17.5% | $30,821-64.1% | $13,095-15.6% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |