Filed April 22, 1994
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN & BROWN CONSULTING Service code 11 125 E. ELM STREET · CONSHOHOCKEN, PA 19428 | Actuarial | $35,725 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $32,355 |
PFK O'CONNOR DAVIES, LLP2 years Filed as: PFK O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,008 |
MCDERMOTT WILL & EMERY LLP5+ years Service code 29 340 MADISON AVENUE · NEW YORK, NY 101731922 | Legal | $7,951 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO, N.A. Service code 28 · EIN 56-0898180 | Investment Management | $5,662 |
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.
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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 17.26% | 13.58%+3.7pp | 18.06%-0.8pp | 13.59%+3.7pp |
| Employer contribution / active EE | $8,859 | $15,445-42.6% | $30,411-70.9% | $14,592-39.3% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |