Filed November 16, 2000
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 |
|---|---|---|
PARTNERS CAPITAL3 years Service code 28 · EIN 81-4189609 | Investment Management | $110,644 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $33,851 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 26 · EIN 36-1561860 | Advisory (Participants) | $17,449 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $14,300 |
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 | $227,811-100.0% | $157,677-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.9%-43.9pp |
| Annual return | 21.53% | 8.39%+13.1pp | 8.39%+13.1pp | 13.05%+8.5pp |
| Employer contribution / active EE | $0 | $45,922-100.0% | $41,535-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $30,946-100.0% |