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 |
|---|---|---|
MERCER2 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 12-2834414 | Actuarial | $128,362 |
LCG ASSOCIATES, INC.2 years Filed as: LCG ASSOCIATES INC. Service code 17 · EIN 75-1680350 | Pension Consulting | $70,111 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $57,254 |
BLANKENSHIP CPA GROUP, PLLC3+ years Filed as: BLANKENSHIP CPA GROUP PLLC Service code 10 · EIN 45-0491842 | Accounting | $9,200 |
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 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 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 13.93% | 23.90%-10.0pp | 10.65%+3.3pp | 23.90%-10.0pp |
| Employer contribution / active EE | $9,669 | $16,539-41.5% | $30,880-68.7% | $16,539-41.5% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |