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 |
|---|---|---|
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. $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 | $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% |