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 GROUP6 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 17 · EIN 47-2126910 | Pension Consulting | $493,298 |
Service code 13 · EIN 58-2194059 | Contract Administrator | $207,679 |
US BANK9+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $127,268 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $63,877 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $49,879 |
Service code 38 · EIN 82-4722389 | Participant Communication | $34,444 |
DORSEY & WHITNEY LLP7 years Service code 29 · EIN 41-0223337 | Legal | $25,498 |
ERNST & YOUNG LLP7 years Service code 10 · EIN 34-6565596 | Accounting | $18,300 |
VIA ACTUARIAL SOLUTIONS2 years Filed as: VIA ACTUARIAL Service code 11 · EIN 41-1894458 | Actuarial | $10,200 |
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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 17.86% | 6.42%+11.4pp | 8.91%+9.0pp | 9.30%+8.6pp |
| Employer contribution / active EE | $0 | $10,547-100.0% | $24,376-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |