Filed October 18, 2004 (most recent of 2 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,200 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $49,662 |
BEACON CREDIT UNION1 year Service code 49 · EIN 35-6025844 | Other Services | $6,930 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 04-4016026 | Accounting | $6,930 |
NIXON PEABODY LLP2 years Filed as: NIXON-PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 7.17% | 8.17%-1.0pp | 9.14%-2.0pp | 7.65%-0.5pp |
| Employer contribution / active EE | $11,696 | $17,261-32.2% | $40,544-71.2% | $20,599-43.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |