Filed April 16, 2001
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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $922,556 |
SETTER CAPITAL INC1+ years Filed as: SETTER CAPITAL INC. Service code 28 | Investment Management | $546,019 |
BCG SECURITIES1+ years Filed as: BCG PENSION RISK Service code 17 · EIN 55-0843985 | Pension Consulting | $459,325 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $371,531 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS L.L.C Service code 27 · EIN 48-1140940 | Advisory (Plan) | $274,405 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 28 · EIN 13-3689044 | Investment Management | $246,936 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $176,817 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $75,383 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $56,250 |
MORRISON COHEN LLP1+ years Service code 29 · EIN 13-3205994 | Legal | $50,157 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | -21.42% | -2.05%-19.4pp | -2.13%-19.3pp | -2.16%-19.3pp |
| Employer contribution / active EE | $0 | $44,216-100.0% | $34,127-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |