Filed January 28, 2002 (most recent of 3 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $58,768 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $33,908 |
INVESCO1+ years Service code 28 · EIN 84-0591534 | Investment Management | $13,135 |
VERUS1+ years Filed as: VERUS ADVISORY , INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $9,000 |
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 | $211,396-100.0% | $296,643-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 44.4%-44.4pp | 4.3%-4.3pp |
| Annual return | -1.73% | 2.81%-4.5pp | -18.97%+17.2pp | 2.81%-4.5pp |
| Employer contribution / active EE | $23,647 | $16,358+44.6% | $54,628-56.7% | $16,358+44.6% |
| Participant deferral / active EE | $0 | $775-100.0% | $78-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $9,901-100.0% | $1,639-100.0% |