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.
| Provider | Service type | Compensation |
|---|---|---|
CHEVRON CORPORATION1+ years Service code 14 · EIN 94-0890210 | Plan Administrator | $55,989 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $35,000 |
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUM SMITH + BROWN Service code 10 · EIN 22-2027092 | Accounting | $23,140 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $19,000 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $16,642 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 2.82% | 3.92%-1.1pp | 6.78%-4.0pp | 13.05%-10.2pp |
| Employer contribution / active EE | $0 | $35,642-100.0% | $25,154-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |