Filed October 18, 2004
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 7-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 |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $131,623 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $90,631 |
JACKSON LEWIS P.C.3 years Filed as: JACKSON LEWIS, P.C. Service code 29 10701 PARKRIDGE BLVD., SUITE 300 · RESTON, VA 20191 | Legal | $36,219 |
TATE & TRYON4+ years Filed as: TATE AND TRYON Service code 10 · EIN 52-1855942 | Accounting | $11,100 |
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.
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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -3.20% | -1.32%-1.9pp | -0.67%-2.5pp | 10.56%-13.8pp |
| Employer contribution / active EE | $16,860 | $18,687-9.8% | $31,731-46.9% | $13,643+23.6% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |