Filed January 6, 2006
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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $290,000 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 22 · EIN 13-3575636 | Insurance Broker | $266,001 |
COMMERCE BANK6+ years Service code 21 · EIN 43-6334070 | Bank Trustee | $96,070 |
Filed as: LOCKTON Service code 22 · EIN 20-8874282 | Insurance Broker | $53,207 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $25,273 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $18,025 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 12.74% | 11.99%+0.8pp | 10.57%+2.2pp | 12.86%-0.1pp |
| Employer contribution / active EE | $0 | $6,238-100.0% | $18,335-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |