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 COMPANY3+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $2,477,611 |
Filed as: FIDELITY INVEST INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $487,758 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $177,057 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $46,782 |
CLARK NUBER3+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $19,814 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $15,665 |
K&L GATES3+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $7,953 |
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.
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 15.57% | 12.17%+3.4pp | 12.88%+2.7pp | 17.84%-2.3pp |
| Employer contribution / active EE | $6,645 | $11,298-41.2% | $40,010-83.4% | $14,688-54.8% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |