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 COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,511 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $29,091 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $18,118 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN U.S.A Service code 11 · EIN 91-0675641 | Actuarial | $17,081 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER VAN DUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $16,135 |
UNITED OF OMAHA8+ years Filed as: UNITED OF OMAHA LIFE INSURANCE CO Service code 13 · EIN 47-0322111 | Contract Administrator | $7,776 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 | Securities Custodian | $7,624 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $3,831 |
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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -11.38% | 13.34%-24.7pp | 0.46%-11.8pp | -5.25%-6.1pp |
| Employer contribution / active EE | $15,957 | $19,967-20.1% | $35,480-55.0% | $15,166+5.2% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |