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 8-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 |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $276,051 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $218,970 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST CO Service code 14 · EIN 36-1561860 | Plan Administrator | $79,656 |
Service code 29 · EIN 43-1313567 | Legal | $39,819 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $23,000 |
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 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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 15.48% | 13.15%+2.3pp | -2.84%+18.3pp | 11.45%+4.0pp |
| Employer contribution / active EE | $15,207 | $23,714-35.9% | $33,329-54.4% | $17,219-11.7% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |