Filed September 30, 1993
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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-1733361 | Investment Mgmt Fees | $319,034 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $267,282 |
Service code 21 · EIN 93-1799133 | Bank Trustee | $47,036 |
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $16,000 |
Filed as: LOCKTON COMPANIES, LLC Service code 23 · EIN 20-3354970 | Insurance services | $14,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 3.71% | 9.45%-5.7pp | 5.17%-1.5pp | 7.65%-3.9pp |
| Employer contribution / active EE | $10,942 | $14,895-26.5% | $26,422-58.6% | $20,599-46.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |