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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $172,980 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $119,028 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $68,464 |
US BANK6+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Account maintenance fees; Custodial (... | $63,647 |
NORTHWEST RETIREMENT PLANS, INC.6+ years Service code 12 · EIN 93-0839718 | Claims processing; Direct payment fro... | $50,337 |
WESTWOOD TRUST3 years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $24,852 |
SUTTON FROST CARY LLP6+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
Service code 28 · EIN 75-1630300 | Investment Management | $19,940 |
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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 18.51% | 9.41%+9.1pp | 793.01%-774.5pp | 9.29%+9.2pp |
| Employer contribution / active EE | $0 | $13,564-100.0% | $27,004-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |