Filed October 2, 2017
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Service code 11 · EIN 37-0899315 | Actuarial | $121,448 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 13 · EIN 36-4001764 | Contract Administrator | $57,327 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF OKLAHOMA Service code 28 · EIN 73-6210970 | Investment Management | $49,636 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 13 180 NORTH LASALLE DRIVE · CHICAGO, IL 60601 | Contract Administrator | $18,750 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL Service code 17 · EIN 22-3367558 | Pension Consulting | $11,455 |
PHILLIPS , SALMI & ASSOCIATES2+ years Filed as: PHILLIPS, SALMI & ASSOCIATES Service code 10 · EIN 27-2509623 | Accounting | $7,600 |
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.
Participant 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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 10.53% | 10.88%-0.4pp | 9.39%+1.1pp | 13.95%-3.4pp |
| Employer contribution / active EE | $41,284 | $18,458+123.7% | $33,466+23.4% | $16,598+148.7% |
| Participant deferral / active EE | $774 | $2,276-66.0% | $657+17.8% | $511+51.4% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |