Filed March 12, 1998
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 3-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 |
|---|---|---|
Filed as: TRANSAMERICA Service code 11 · EIN 13-3689044 | Actuarial | $240,926 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $107,704 |
MONETA GROUP LLC2+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1983821 | Advisory (Plan) | $65,000 |
GREENSFELDER, HEMKE & GALE, P.C.2+ years Filed as: GREENSFELDER, HEMKER & GALE, P.C. Service code 29 · EIN 43-1313567 | Legal | $45,353 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN, SMITH, WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $24,000 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 4.63% | 6.04%-1.4pp | 5.44%-0.8pp | 9.19%-4.6pp |
| Employer contribution / active EE | $10,838 | $12,925-16.1% | $25,481-57.5% | $12,608-14.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |