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 |
|---|---|---|
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $29,790 |
RVK, INC.1 year Filed as: RVK INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $28,500 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $23,360 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $21,331 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $21,000 |
Filed as: MESIROW FINANCIAL FUND VIII Service code 28 353 N. CLARK STREET · CHICAGO, IL 60654 | Investment Management | $15,315 |
Service code 28 · EIN 23-2962336 | Investment Management | $14,419 |
Filed as: NB ALTERNATIVES ADVISERS, LLC Service code 28 · EIN 30-0872552 | Investment Management | $9,845 |
Service code 28 151 WEST 42ND STREET, 29TH FLOOR · NEW YORK, NY 10036 | Investment Management | $9,536 |
UNITED OF OMAHA9+ years Filed as: UNITED OF OMAHA LIFE INSURANCE CO Service code 13 · EIN 47-0322111 | Contract Administrator | $8,205 |
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 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | 8.56% | 14.43%-5.9pp | 9.36%-0.8pp | 22.81%-14.3pp |
| Employer contribution / active EE | $8,125 | $16,909-51.9% | $31,270-74.0% | $18,290-55.6% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |