Filed February 27, 2003
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 |
|---|---|---|
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 | Pension Consulting | $478,836 |
Service code 13 · EIN 58-2194059 | Contract Administrator | $182,888 |
US BANK10+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $126,876 |
CURCIO WEBB2 years Service code 16 · EIN 36-4171366 | Consulting | $101,790 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $45,766 |
DORSEY & WHITNEY LLP8 years Service code 29 · EIN 41-0223337 | Legal | $38,346 |
PENSION BENEFIT INFORMATION2 years Service code 38 · EIN 82-4722389 | Participant Communication | $19,989 |
ERNST & YOUNG LLP8 years Service code 10 · EIN 34-6565596 | Accounting | $14,817 |
VIA ACTUARIAL SOLUTIONS3 years Filed as: VIA ACTUARIAL Service code 11 · EIN 41-1894458 | Actuarial | $7,017 |
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 | $158,848-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 10.79% | 9.22%+1.6pp | 9.49%+1.3pp | 9.22%+1.6pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $24,351-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $28-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |