Filed May 20, 1998
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 9-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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $49,800 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK TEXAS, N.A. Service code 21 · EIN 41-0449260 | Bank Trustee | $16,876 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $157,433-100.0% | $157,433-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 16.7%-16.7pp | 47.4%-47.4pp |
| Annual return | 6.86% | 7.77%-0.9pp | 10.27%-3.4pp | 12.16%-5.3pp |
| Employer contribution / active EE | $3,333 | $24,772-86.5% | $19,104-82.6% | $44,746-92.6% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $12,160-100.0% | $12,160-100.0% | $17,640-100.0% |