Filed January 7, 1999 (most recent of 7 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.
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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 400 ATRIUM DR · SOMERSET, NJ 08873 | Consulting | $35,589 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $25,986 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE AND MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
Filed as: WILSHIRE Service code 37 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Loan Processing | $5,721 |
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 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -17.66% | -10.02%-7.6pp | -4.80%-12.9pp | -5.25%-12.4pp |
| Employer contribution / active EE | $0 | $10,293-100.0% | $30,897-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |