Filed July 12, 2000 (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 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 |
|---|---|---|
MERCER1 year Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 12-2834414 | Actuarial | $144,861 |
FINDLEY1 year Filed as: FINDLEY DAVIES INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $84,415 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES INC. Service code 17 · EIN 75-1680350 | Pension Consulting | $70,000 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $62,852 |
BLANKENSHIP CPA GROUP, PLLC2+ years Filed as: BLANKENSHIP CPA GROUP PLLC Service code 10 · EIN 62-1504709 | Accounting | $8,960 |
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.
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 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 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 8.23% | 7.18%+1.0pp | 4.97%+3.3pp | 7.18%+1.0pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $29,721-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |