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 GROUP2+ years Service code 11 · EIN 13-4032401 | Actuarial | $151,768 |
M&T INVESTMENT GROUP2+ years Filed as: M & T INVESTMENT GROUP Service code 11 · EIN 23-2289209 | Actuarial | $32,409 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 49 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Other Services | $14,877 |
Filed as: FIDELITY Service code 51 200 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Mgmt Fees | $14,203 |
Filed as: PRUDENTIAL Service code 28 PRUDENTIAL HEADQUARTERS · NEWARK, NJ 07102 | Investment Management | $12,670 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES, AND CO. Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $7,716 |
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 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 6.16% | 12.40%-6.2pp | 10.16%-4.0pp | 23.90%-17.7pp |
| Employer contribution / active EE | $26,104 | $8,748+198.4% | $33,192-21.4% | $16,539+57.8% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |