Filed November 14, 2003
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 7-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 |
|---|---|---|
AON CONSULTING7+ years Service code 11 PO BOX 905188 · CHARLOTTE, NC 28290 | Actuarial | $1,263,902 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 27 PO BOX 418868 · BOSTON, MA 022418830 | Advisory (Plan) | $177,707 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 PO BOX 9323 · DES MOINES, IA 503069323 | Bank Trustee | $66,414 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $63,000 |
RVK, INC.7+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 PO BOX 3460 · PORTLAND, OR 97208 | Advisory (Plan) | $39,384 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,512-100.0% | $414,698-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 46.8%-46.8pp | 39.2%-39.2pp |
| Annual return | 0.61% | 8.74%-8.1pp | 8.80%-8.2pp | 13.91%-13.3pp |
| Employer contribution / active EE | $0 | $30,619-100.0% | $29,429-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |