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 |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $52,559 |
M&T INVESTMENT GROUP1+ years Filed as: M & T INVESTMENT GROUP Service code 11 · EIN 23-2289209 | Actuarial | $32,656 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 49 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Other Services | $14,031 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES, AND CO. Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $13,151 |
Filed as: PRUDENTIAL Service code 28 PRUDENTIAL HEADQUARTERS · NEWARK, NJ 07102 | Investment Management | $12,144 |
Filed as: FIDELITY Service code 51 200 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Mgmt Fees | $8,606 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 51 51900 SALEM STREET · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $8,473 |
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.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 0.94% | 5.09%-4.1pp | 5.00%-4.1pp | 7.18%-6.2pp |
| Employer contribution / active EE | $23,398 | $7,393+216.5% | $35,918-34.9% | $13,095+78.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |