Filed May 15, 1997
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 3-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 |
|---|---|---|
NYHART2+ years Service code 11 · EIN 35-0966414 | Actuarial | $147,605 |
CONLIN'S FURNITURE1 year Filed as: CONLIN, MCKENNEY & PHILBRICK, PC Service code 29 350 SOUTH MAIN STREET · ANN ARBOR, MI 481042131 | Legal | $10,800 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK&STEWART Service code 29 34977 WOODWARD AVENUE · BIRMINGHAM, MI 48009 | Legal | $10,800 |
SJS INVESTMENT CONSULTING INC2+ years Filed as: SJS INVESTMENT CONSULTING, INC. Service code 27 · EIN 34-1803756 | Advisory (Plan) | $8,568 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -6.06% | 0.80%-6.9pp | 5.44%-11.5pp | 4.16%-10.2pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |