Filed January 17, 1997 (most recent of 2 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 10-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,182,857 |
STATE STREET GLOBAL ADVISORS2 years Service code 16 · EIN 81-4017137 | Consulting | $120,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH + BROWN Service code 16 · EIN 22-2027092 | Consulting | $95,160 |
CHEVRON CORPORATION11+ years Service code 15 · EIN 94-0890210 | Recordkeeping | $79,652 |
GRANT THORNTON LLP5 years Service code 16 · EIN 36-6055558 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$987,825 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $635,662 | $140,769+351.6% | $116,228+446.9% | $140,769+351.6% |
| Participation rate | 96.9% | 74.2%+22.8pp | 74.6%+22.4pp | 74.2%+22.8pp |
| Annual return | 20.38% | 16.82%+3.6pp | 90.06%-69.7pp | 16.82%+3.6pp |
| Employer contribution / active EE | $16,202 | $3,906+314.8% | $2,994+441.1% | $3,906+314.8% |
| Participant deferral / active EE | $20,362 | $6,717+203.1% | $4,953+311.1% | $6,717+203.1% |
| Admin fee / account holder | $95 | $229-58.6% | $11,989-99.2% | $229-58.6% |