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 |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $39,091 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $29,679 |
RVK, INC.1 year Filed as: RVK INC. Service code 20 · EIN 93-0910652 | Trustee (individual) | $26,311 |
ARMANINO LLP3+ years Service code 10 · EIN 64-6214841 | Accounting | $23,776 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 26 · EIN 36-1561860 | Advisory (Participants) | $20,234 |
Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $5,723 |
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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 7.22% | -1.76%+9.0pp | -3.19%+10.4pp | -0.69%+7.9pp |
| Employer contribution / active EE | $26,883 | $13,257+102.8% | $48,658-44.8% | $16,786+60.1% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |