Filed April 7, 1994 (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.
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 36-2336943 | Actuarial | $305,050 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $300,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT INSTITUTION Service code 15 · EIN 04-2647786 | Recordkeeping | $240,844 |
CALLAN LLC10+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $130,876 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RETIREE SERVICES Service code 15 1 HERITAGE DRIVE · QUINCY, MA 02171 | Recordkeeping | $87,383 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $79,800 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE Service code 16 | Consulting | $7,000 |
RSM US LLP10+ years Filed as: RSM US LLP. Service code 10 · EIN 42-0714325 | Accounting | $7,000 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -0.43% | 10.00%-10.4pp | 5.17%-5.6pp | 9.30%-9.7pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |