Filed December 3, 1998 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,372,376 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $210,102 |
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $99,917 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $14,711 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS AND CO., INC Service code 10 · EIN 25-1408703 | Accounting | $14,400 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 0.00% | 3.92%-3.9pp | 6.78%-6.8pp | 13.05%-13.0pp |
| Employer contribution / active EE | $944,333 | $35,642+2549.5% | $25,154+3654.3% | $37,639+2408.9% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |