Filed February 15, 1999
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $438,160 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $171,005 |
BMO HARRIS BANK NA7+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $45,825 |
GROSSMAN YANAK & FORD LLP7+ years Filed as: GROSSMAN YANAK & FORD Service code 10 · EIN 25-1638525 | Accounting | $6,292 |
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.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $2,286,405-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 10.5%-10.5pp | 3.6%-3.6pp |
| Annual return | 5.43% | 11.84%-6.4pp | 4.92%+0.5pp | 11.84%-6.4pp |
| Employer contribution / active EE | $2,993 | $17,339-82.7% | $39,114-92.3% | $17,339-82.7% |
| Participant deferral / active EE | $0 | $683-100.0% | $79-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |