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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 28 707 WILSHIRE BLVD, SUITE 2600 · LOS ANGELES, CA 90017 | Investment Management | $54,618 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $37,359 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $13,578-100.0% | $336,625-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 51.5%-51.5pp | 13.0%-13.0pp |
| Annual return | 18.71% | 11.08%+7.6pp | 10.36%+8.4pp | 13.59%+5.1pp |
| Employer contribution / active EE | $0 | $12,253-100.0% | $52,561-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $157-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $47-100.0% | $7,349-100.0% | $29,657-100.0% |