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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 15 · EIN 22-2232264 | Recordkeeping | $241,427 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $45,239 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $21,964 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $18,642 |
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 | $49,677-100.0% | $358,154-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.4%-37.4pp | 3.6%-3.6pp |
| Annual return | 5.17% | 11.88%-6.7pp | 2.24%+2.9pp | 11.88%-6.7pp |
| Employer contribution / active EE | $21,194 | $14,612+45.0% | $54,559-61.2% | $14,612+45.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $81-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $6,053-100.0% | $637-100.0% |