Filed October 18, 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 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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $63,810 |
SLC MANAGEMENT1 year Service code 27 · EIN 88-6273075 | Advisory (Plan) | $32,692 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $27,409 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 49 · EIN 46-5378846 | Other Services | $10,829 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 | Advisory (Plan) | $7,332 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $505,629-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 17.1%-17.1pp |
| Annual return | 5.80% | 9.71%-3.9pp | 8.40%-2.6pp | 9.82%-4.0pp |
| Employer contribution / active EE | $10,658 | $16,356-34.8% | $39,312-72.9% | $13,587-21.6% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $38,466-100.0% | $2,893-100.0% |