Filed March 31, 1999
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.2 years Filed as: RVK INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $57,000 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 50 · EIN 04-2755549 | Direct Payment | $23,222 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $21,657 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $21,235 |
NB ALTERNATIVES ADVISERS LLC2 years Filed as: NB ALTERNATIVES ADVISERS, LLC Service code 28 · EIN 30-0536163 | Investment Management | $15,268 |
Filed as: IR&M LONG GOVT CREDIT FUND Service code 28 · EIN 04-2955404 | Investment Management | $14,823 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES NHIT Service code 28 · EIN 20-8080381 | Investment Management | $13,025 |
Filed as: MESIROW FINANCIAL FUND VIII Service code 28 353 N. CLARK STREET · CHICAGO, IL 60654 | Investment Management | $11,726 |
UNITED OF OMAHA10+ years Filed as: UNITED OF OMAHA LIFE INSURANCE CO Service code 13 · EIN 47-0322111 | Contract Administrator | $8,993 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN U.S.A Service code 11 · EIN 91-0675641 | Actuarial | $8,278 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 5.59% | 8.01%-2.4pp | 8.34%-2.7pp | 7.65%-2.1pp |
| Employer contribution / active EE | $11,032 | $20,177-45.3% | $30,799-64.2% | $20,599-46.4% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |