Filed December 4, 1992
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 7-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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $190,967 |
O3 ANNUITY SERVICES LLC1 year Filed as: Q3 ANNUITY SERVICES LLC Service code 16 · EIN 82-3760435 233 SOUTH WACKER DRIVE SUITE 8350 · CHICAGO, IL 60606 | Consulting | $150,000 |
AARON SPELKER1 year Filed as: BOSTON WEALTH/AARON SPELKER Service code 27 · EIN 22-1588543 FOUR WALCOTT STREET · NATICK, MA 01760 | Advisory (Plan) | $87,103 |
Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $35,195 |
JONES & CO1 year Filed as: JONES & COMPANY, LTD Service code 10 · EIN 71-0629531 2223 BROWNS LANE · JONESBORO, AR 72401 | Accounting | $21,790 |
Filed as: OVERBEY, STRIGEL, BOYD & WESTBROOK Service code 16 · EIN 71-0806490 10809 EXECUTIVE CENTER DRIVE · LITTLE ROCK, AR 72211 | Consulting | $12,040 |
WADDELL, COLE, & JONES1 year Service code 16 · EIN 46-4489818 310 EAST ST. · JONESBORO, AR 72401 | Consulting | $7,553 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 2.04% | 4.63%-2.6pp | 29.77%-27.7pp | 12.16%-10.1pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |