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 |
|---|---|---|
BMO HARRIS BANK NA10+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $277,041 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $198,172 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $162,982 |
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 | $33,520-100.0% | $3,219,907-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 10.0%-10.0pp | 2.1%-2.1pp |
| Annual return | 3.99% | 7.65%-3.7pp | 3.48%+0.5pp | 7.65%-3.7pp |
| Employer contribution / active EE | $2,872 | $20,599-86.1% | $31,972-91.0% | $20,599-86.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |