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 |
|---|---|---|
SHEPHERD KAPLAN LLC6 years Filed as: SHEPHERD KAPLAN KROCHUK LLC Service code 17 · EIN 83-0368447 | Pension Consulting | $291,104 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $211,750 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $167,681 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $139,492 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 51-0099493 | Trustee (directed); Sub-transfer agen... | $90,108 |
SOUTH STATE RPS1 year Filed as: 36 SOUTH INVESTMENT MANAGERS LTD Service code 28 | Investment Management | $36,617 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $6,205 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -11.74% | -4.95%-6.8pp | 22.50%-34.2pp | 2.77%-14.5pp |
| Employer contribution / active EE | $0 | $15,740-100.0% | $33,849-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |