Filed February 25, 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 8-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 |
|---|---|---|
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $928,287 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 100 VANGUARD BLVD · MALVERN, PA 193550741 | Bank Trustee | $190,730 |
Service code 10 · EIN 54-1149263 | Accounting | $23,800 |
MCGUIRE WOODS1 year Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $7,517 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | 1.47% | 0.10%+1.4pp | -4.80%+6.3pp | -14.65%+16.1pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,631-100.0% |