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 |
|---|---|---|
JEFFERY SLOCUM & ASSOCIATES, INC.1+ years Service code 28 · EIN 41-1567437 | Investment Management | $45,833 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING, LLP Service code 11 · EIN 06-1454513 | Actuarial | $35,570 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 01-0561452 | Investment Management | $16,749 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Trustee (bank, trust company, or simi... | $14,627 |
Service code 11 · EIN 41-1447816 | Actuarial | $11,705 |
RSM US LLP1+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $9,000 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -4.72% | -1.96%-2.8pp | -2.79%-1.9pp | -0.60%-4.1pp |
| Employer contribution / active EE | $1,820 | $11,651-84.4% | $39,327-95.4% | $12,272-85.2% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |