Filed March 8, 2002 (most recent of 6 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $3,828,985 |
MERCER2 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $912,319 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $488,430 |
JOHNS HOPKINS HEALTH SYSTEM10+ years Service code 14 · EIN 52-1465301 | Plan Administrator | $412,000 |
ALL PLANS CONSULTING PLAN4 years Service code 16 · EIN 36-4109480 | Consulting | $57,132 |
SB & COMPANY, LLC10+ years Service code 10 · EIN 20-2153727 | Accounting | $33,188 |
BALLARD SPAHR LLP2 years Filed as: BALLARD SPAHR Service code 29 · EIN 20-0382195 | Legal | $30,299 |
USI CONSULTING GROUP1 year Service code 28 · EIN 06-1053228 | Investment Management | $6,640 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $328,890-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 0.0%0pp |
| Annual return | 9.00% | 9.09%-0.1pp | 8.43%+0.6pp | 9.09%-0.1pp |
| Employer contribution / active EE | $2,083 | $9,429-77.9% | $29,249-92.9% | $9,429-77.9% |
| Participant deferral / active EE | $0 | $490-100.0% | $13-100.0% | $490-100.0% |
| Admin fee / account holder | $0 | $0 | $10,081-100.0% | - |