Filed December 22, 2000 (most recent of 3 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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $298,517 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES Service code 17 · EIN 43-1708520 | Pension Consulting | $58,437 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1564860 | Bank Trustee | $56,507 |
HARTER SECREST & EMERY LLP2 years Service code 29 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Legal | $8,183 |
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.
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 | $21,578,776-100.0% | $311,837-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 1.65% | 33.37%-31.7pp | 4677.09%-4675.4pp | 33.37%-31.7pp |
| Employer contribution / active EE | $4,014 | $11,253-64.3% | $49,501-91.9% | $11,253-64.3% |
| Participant deferral / active EE | $0 | $819-100.0% | $312-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | - | $99,113-100.0% |