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.
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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.1 year Filed as: RVK Service code 20 · EIN 93-0910652 | Trustee (individual) | $68,606 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $40,292 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 20 · EIN 04-2755549 | Trustee (individual) | $38,595 |
ARMANINO LLP4+ years Service code 10 · EIN 94-6214841 | Accounting | $23,651 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $15,271 |
DRINKER BIDDLE & REATH LLP2 years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423109 | Legal | $5,091 |
See 1 actuary disclosure with Solo.
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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 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 1.23% | 12.99%-11.8pp | 8.22%-7.0pp | 16.32%-15.1pp |
| Employer contribution / active EE | $14,958 | $9,929+50.7% | $46,636-67.9% | $17,007-12.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |