Filed October 11, 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 |
|---|---|---|
RIVERPOINT CAPITAL MANAGEMENT1+ years Service code 27 · EIN 31-1471846 | Advisory (Plan) | $22,847 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $20,350 |
Filed as: FIFTH THIRD BANK Service code 10 · EIN 31-0854434 | Accounting | $6,822 |
DEMING MALONE LIVESAY & OSTROFF1+ years Filed as: DEMING, MALONE, LIVESAY & OSTROFF Service code 10 · EIN 61-1064249 | Accounting | $6,375 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -2.01% | -2.14%+0.1pp | -2.00%0pp | -2.16%+0.1pp |
| Employer contribution / active EE | $9,073 | $37,316-75.7% | $34,470-73.7% | $42,957-78.9% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |