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. $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 |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $44,379 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN U.S.A Service code 11 · EIN 91-0675641 | Actuarial | $22,055 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $17,674 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $17,364 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $13,871 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 | Securities Custodian | $11,906 |
Filed as: MESIROW FINANCIAL Service code 28 353 N. CLARK STREET · CHICAGO, IL 60654 | Investment Management | $6,500 |
UNITED OF OMAHA5+ years Filed as: UNITED OF OMAHA LIFE INSURANCE CO Service code 13 · EIN 47-0322111 | Contract Administrator | $6,456 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $3,630 |
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.
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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 15.96% | 12.11%+3.8pp | 12.93%+3.0pp | 16.32%-0.4pp |
| Employer contribution / active EE | $11,228 | $18,276-38.6% | $35,210-68.1% | $17,007-34.0% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |