Filed May 3, 1999 (most recent of 2 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 |
|---|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $292,757 |
RUSSELL TRUST COMPANY7 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $76,296 |
ISLERDARE, P.C.1 year Filed as: ISLERDARE PC Service code 29 1945 OLD GALLOWS ROAD, SUITE 650 · VIENNA, VA 22182 | Legal | $71,842 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160200 | Accounting | $48,960 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTANTS Service code 27 5299 DTC BLVD, SUITE 1000 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $15,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.9%-43.9pp |
| Annual return | -0.13% | 7.69%-7.8pp | 8.92%-9.0pp | 13.05%-13.2pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,416-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $30,946-100.0% |