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 COMPANY4+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $2,327,389 |
Filed as: FIDELITY INVEST INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $736,389 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $293,931 |
CLARK NUBER4+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $20,541 |
K&L GATES4+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $7,073 |
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.
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -7.45% | -1.65%-5.8pp | -3.29%-4.2pp | 0.19%-7.6pp |
| Employer contribution / active EE | $8,989 | $15,083-40.4% | $36,762-75.5% | $13,763-34.7% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |