Filed February 10, 2000
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 4-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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 29695 NETWORK PLACE · CHICAGO, IL 606731296 | Actuarial | $114,668 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 70 100 GRANDVIEW ROAD · BRAINTREE, MA 02184 | Consulting Fees | $60,881 |
GAME CREEK CAPITAL, LP2 years Service code 21 · EIN 26-0759564 | Bank Trustee | $36,791 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO & COMPANY Service code 26 · EIN 94-1347393 | Advisory (Participants) | $16,531 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $184,590-100.0% | $171,071-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.3%-49.3pp | 37.4%-37.4pp | 46.4%-46.4pp |
| Annual return | 0.06% | -3.76%+3.8pp | -3.19%+3.3pp | -82.66%+82.7pp |
| Employer contribution / active EE | $0 | $56,660-100.0% | $48,658-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $287-100.0% | $273-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,685-100.0% | $5,129-100.0% | $11,204-100.0% |