Filed September 29, 1995
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 7-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $273,236 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $210,482 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $75,000 |
DAVIS WRIGHT TREMAINE1 year Service code 29 · EIN 91-0839480 | Legal | $29,891 |
METRO BENEFITS, INC.1 year Filed as: METRO PRESORT Service code 36 · EIN 93-0799990 | Other services; Copying and duplicating | $11,204 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | -30.66% | 12.40%-43.1pp | 10.16%-40.8pp | 23.90%-54.6pp |
| Employer contribution / active EE | $7,788 | $8,748-11.0% | $33,192-76.5% | $16,539-52.9% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |