Filed March 10, 1995
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 6-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 |
|---|---|---|
CHICAGO EQUITY PARTNERS2+ years Service code 28 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $76,945 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 21 · EIN 62-7990450 | Bank Trustee | $61,875 |
NTCC EMERGING MARKET FUND2+ years Service code 28 · EIN 62-7990450 | Investment Management | $50,346 |
DOLAN MCENIRY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 26-4169967 | Investment Management | $5,452 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 8.79% | 17.94%-9.2pp | 5.44%+3.3pp | 7.18%+1.6pp |
| Employer contribution / active EE | $1,320 | $12,263-89.2% | $25,481-94.8% | $13,095-89.9% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |