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 |
|---|---|---|
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $32,420 |
ARMANINO LLP3+ years Filed as: ARMININO LLP Service code 10 · EIN 94-6214841 | Accounting | $20,409 |
RVK, INC.3+ years Filed as: RV KUHNS & ASSOCIATES Service code 20 · EIN 93-0910652 | Trustee (individual) | $13,500 |
NORTHERN TRUST COMPANY3+ years Service code 26 · EIN 36-1561860 | Advisory (Participants) | $11,857 |
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 14.08% | 14.65%-0.6pp | 8.93%+5.2pp | 10.41%+3.7pp |
| Employer contribution / active EE | $6,156 | $18,218-66.2% | $43,470-85.8% | $14,691-58.1% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |