Filed April 16, 2003 (most recent of 8 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.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $114,890 |
LOCKE LORD LLP1 year Service code 29 · EIN 74-1164324 | Legal | $81,019 |
NORTHWEST RETIREMENT PLANS, INC.4+ years Service code 12 · EIN 93-0839718 | Contract Administrator; Recordkeeping... | $50,109 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Trustee (bank, trust company, or simi... | $37,700 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $29,151 |
Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 100 FEDERAL ST · BOSTON, MA 02110 | Investment Management | $28,044 |
SUTTON FROST CARY LLP4+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
TIM MLSNA1 year Filed as: TIMOTHY M. MLSNA & ASSOCIATES LTD. Service code 29 125 WINDSOR DRIVE · OAK BROOK, IL 60523 | Legal | $8,625 |
WESTWOOD TRUST1 year Filed as: WESTWOOD MANAGEMENT CORP Service code 28 200 CRESCENT CT · DALLAS, TX 75201 | Investment Management | $8,605 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -4.61% | 3.99%-8.6pp | 4.36%-9.0pp | 10.56%-15.2pp |
| Employer contribution / active EE | $0 | $11,621-100.0% | $27,383-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |