Filed October 18, 2004
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 |
|---|---|---|
MERCER4 years Service code 11 · EIN 30-0282430 | Actuarial | $100,321 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $66,046 |
BDO USA, LLP3 years Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $35,986 |
US BANK7 years Service code 25 · EIN 31-0841368 | Directed Trustee | $18,410 |
Filed as: PWC US TAX LLP Service code 17 300 MADISON AVE · NEW YORK, NY 10017 | Pension Consulting | $17,500 |
Filed as: SAGEVIEW ADVISORY Service code 27 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $6,427 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $158,848-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 17.1%-17.1pp |
| Annual return | 9.24% | 11.97%-2.7pp | 9.49%-0.3pp | 9.82%-0.6pp |
| Employer contribution / active EE | $4,171 | $7,406-43.7% | $24,351-82.9% | $13,587-69.3% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |