Filed April 30, 2001 (most recent of 4 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 |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $2,377,925 |
Filed as: FIDELITY INVEST INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $383,415 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $208,473 |
K&L GATES2+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $20,588 |
CLARK NUBER2+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $19,841 |
MCCONNELL VALDES LLC1 year Service code 29 · EIN 66-0226027 | Legal | $8,877 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 8.07% | 5.96%+2.1pp | 4.07%+4.0pp | 9.19%-1.1pp |
| Employer contribution / active EE | $4,184 | $13,653-69.4% | $36,235-88.5% | $12,608-66.8% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |