Filed October 19, 2004
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 4-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 |
|---|---|---|
RIVER AND MERCANTILE LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $184,768 |
DINSE P.C.1 year Filed as: DINSE, KNAPP & MCANDREW, P.C. Service code 17 P.O. BOX 988 · BURLINGTON, VT 054020988 | Pension Consulting | $45,715 |
ULLICO4+ years Filed as: UNION BANK Service code 21 · EIN 03-0286322 | Bank Trustee | $41,948 |
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | -7.10% | -2.89%-4.2pp | -2.18%-4.9pp | -82.66%+75.6pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |