Filed July 27, 1998 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT3 years Service code 28 · EIN 43-1925734 | Investment Management | $52,041 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $39,382 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $21,075 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 42-1466678 | Securities Custodian | $20,198 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $7,500 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $343,683-100.0% | $333,750-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 48.6%-48.6pp | 44.4%-44.4pp |
| Annual return | -20.61% | -9.47%-11.1pp | -9.60%-11.0pp | -14.65%-6.0pp |
| Employer contribution / active EE | $0 | $58,413-100.0% | $56,630-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $5,347-100.0% | $5,181-100.0% | $14,631-100.0% |