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 |
|---|---|---|
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $115,299 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $96,167 |
LOCKE LORD LLP2 years Service code 29 · EIN 74-1164324 | Legal | $84,413 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Trustee (bank, trust company, or simi... | $55,221 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $52,360 |
NORTHWEST RETIREMENT PLANS, INC.5+ years Service code 12 · EIN 93-0839718 | Recordkeeping and information managem... | $50,551 |
WESTWOOD TRUST2 years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $41,115 |
Service code 28 · EIN 75-1630300 | Investment Management | $23,819 |
SUTTON FROST CARY LLP5+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 16.60% | 13.58%+3.0pp | 18.06%-1.5pp | 13.59%+3.0pp |
| Employer contribution / active EE | $0 | $15,445-100.0% | $30,411-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |