Filed March 30, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
INSIGHT INVESTMENTS6 years Service code 27 · EIN 94-3486721 | Advisory (Plan) | $135,051 |
US BANK8+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $54,359 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $44,962 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $43,577 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 10 · EIN 30-0282430 | Accounting | $43,408 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY, LLP Service code 10 · EIN 39-0859910 | Accounting | $24,769 |
PENSION LIVE, LLC8+ years Service code 13 · EIN 26-2239692 | Contract Administrator | $4,250 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | -2.97% | 7.97%-10.9pp | 7.70%-10.7pp | 37.74%-40.7pp |
| Employer contribution / active EE | $0 | $15,841-100.0% | $28,478-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |