Filed July 26, 1999
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 |
|---|---|---|
KASPICK & COMPANY, LLC8+ years Service code 28 211 NORTH BROADWAY, SUITE 1000 · ST. LOUIS, MO 631022733 | Investment Management | $106,708 |
TIAA8+ years Filed as: TIAA-CREF TRUST COMPANY, FSB Service code 21 211 NORTH BROADWAY, SUITE 1000 · ST. LOUIS, MO 63102 | Bank Trustee | $22,926 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA Service code 28 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Investment Management | $22,866 |
Filed as: BNY MELLON Service code 21 100 S 48TH ST · ST. LOUIS, MO 63102 | Bank Trustee | $9,585 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | -7.04% | 14.43%-21.5pp | 9.36%-16.4pp | 22.81%-29.9pp |
| Employer contribution / active EE | $16,749 | $16,909-0.9% | $31,270-46.4% | $18,290-8.4% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |