Filed October 16, 1995 (most recent of 2 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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $47,100 |
DELOITTE & TOUCHE LLP9 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $19,135 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Claims processing; Trustee (bank, tru... | $10,464 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD EQUITY ASSET MANAGEMENT Service code 12 | Direct payment from the plan; Claims ... | $0 |
BLACKROCK2 years Service code 12 | Direct payment from the plan; Claims ... | $0 |
HARDING LOEVNER LP2 years Filed as: HARDING, LOEVNER FUNDS, INC. Service code 12 | Trustee (bank, trust company, or simi... | $0 |
US BANK10+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 | Trustee (bank, trust company, or simi... | $0 |
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 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 0.20% | 8.04%-7.8pp | 8.58%-8.4pp | 8.21%-8.0pp |
| Employer contribution / active EE | $0 | $8,285-100.0% | $33,018-100.0% | $13,842-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |