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 LLC4 years Filed as: SHEPHERD KAPLAN KROCHUK LLC Service code 17 · EIN 83-0368447 | Pension Consulting | $359,485 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $236,083 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $146,173 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $118,705 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $49,020 |
Service code 61 713 NEW MARKET DR. · MT. PLEASANT, SC 29464 | Finders' fees / placement fees | $23,858 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $18,489 |
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.
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 7.88% | 15.15%-7.3pp | 10.57%-2.7pp | 11.45%-3.6pp |
| Employer contribution / active EE | $22,597 | $16,781+34.7% | $29,483-23.4% | $17,219+31.2% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |