Filed June 23, 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 |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $298,140 |
SHEPHERD KAPLAN LLC8 years Filed as: SHEPHERD KAPLAN KROCHUK LLC Service code 17 · EIN 83-0368447 | Pension Consulting | $247,659 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $211,234 |
SOUTH STATE RPS3 years Filed as: 36 SOUTH INVESTMENT MANAGERS LTD Service code 28 | Investment Management | $152,590 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $138,889 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 51-0099493 | Investment management fees paid direc... | $77,566 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $19,171 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 11.95% | 6.77%+5.2pp | 10.54%+1.4pp | 7.65%+4.3pp |
| Employer contribution / active EE | $19,872 | $23,265-14.6% | $26,782-25.8% | $20,599-3.5% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |