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 CONSULTING3 years Filed as: AON CONSULTING INC. Service code 28 707 WILSHIRE BLVD, SUITE 2600 · LOS ANGELES, CA 90017 | Investment Management | $45,367 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $37,462 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $438,681-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 13.5%-13.5pp |
| Annual return | 12.28% | 6.29%+6.0pp | 4.26%+8.0pp | 9.29%+3.0pp |
| Employer contribution / active EE | $0 | $12,206-100.0% | $54,767-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $162-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,187-100.0% | $2,037-100.0% |