Filed March 13, 1
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 |
|---|---|---|
TUCKER ARENSBERG3 years Filed as: TUCKER ARENSBERG PC Service code 29 · EIN 25-1425735 | Legal | $2,425,327 |
THE RETIREMENT ADVANTAGE INC10+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 49 · EIN 35-0198600 | Other Services | $1,269,900 |
VITECH SYSTEMS GROUP10+ years Filed as: VITECH SYSTEMS GROUP INC Service code 49 · EIN 13-3785492 | Other Services | $1,161,278 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $671,005 |
Filed as: PAINTING INDUSTRY INSURANCE & ANNUI Service code 15 · EIN 13-5600369 | Recordkeeping | $670,612 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM PLUS Service code 10 · EIN 22-2027092 | Accounting | $648,774 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $636,520 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $419,662 |
DAN GAIPA1 year Filed as: DAN WILLIAMS Service code 30 · EIN 52-6073909 | Employee (plan); Direct payment from ... | $362,735 |
Service code 28 · EIN 04-2929221 | Investment Management | $341,685 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.65% | 10.11%-2.5pp | 8.09%-0.4pp | 8.85%-1.2pp |
| Employer contribution / active EE | $10,031 | $12,795-21.6% | $28,732-65.1% | $8,529+17.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $7-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |