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