Filed August 24, 2000
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 |
|---|---|---|
RETIREMENT HORIZONS INC.10+ years Filed as: RETIREMENT HORIZONS, INC. Service code 14 · EIN 76-0551734 | Plan Administrator | $342,651 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $243,516 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 11 · EIN 13-4008324 | Actuarial | $54,028 |
INSERO & CO. CPAS, LLP9 years Filed as: INSERO Service code 10 · EIN 47-5324570 | Accounting | $32,700 |
BLACKROCK3 years Service code 21 · EIN 30-0587659 | Bank Trustee | $14,631 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 5.77% | 9.14%-3.4pp | 16.77%-11.0pp | 9.14%-3.4pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $28,306-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $40-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |