Filed March 17, 2003
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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 12 1021 E. CARY STREET · RICHMOND, VA 23219 | Claims processing; Investment managem... | $286,224 |
Service code 11 · EIN 13-3689044 | Actuarial | $230,172 |
PFM ADVISORS1 year Filed as: PFM ASSET MANAGEMENT LLC Service code 16 1 KEYSTONE PLAZA · HARRISBURG, PA 17101 | Consulting | $63,176 |
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 16 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Consulting | $40,002 |
Filed as: FARALLON CAPTL INTNL PARTNER, L.P. Service code 16 ONE MARITIME PLAZA · SAN FRANCISCO, CA 94111 | Consulting | $7,500 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 16 · EIN 39-6436442 | Consulting | $5,000 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 4.54% | 5.09%-0.5pp | 5.00%-0.5pp | 7.18%-2.6pp |
| Employer contribution / active EE | $6,972 | $7,393-5.7% | $35,918-80.6% | $13,095-46.8% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |