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 |
|---|---|---|
Filed as: INSIGHT INVESTMENT Service code 27 · EIN 94-3486721 | Advisory (Plan) | $168,473 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $75,175 |
US BANK9+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $54,836 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 10 · EIN 30-0282430 | Accounting | $44,710 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $44,410 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $32,968 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY, LLP Service code 10 · EIN 39-0859910 | Accounting | $400 |
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.
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 6.06% | 7.96%-1.9pp | 5.17%+0.9pp | 8.76%-2.7pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,422-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |