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 |
|---|---|---|
RVK, INC.2 years Filed as: RVK Service code 20 · EIN 93-0910652 | Trustee (individual) | $53,439 |
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $36,432 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 20 · EIN 04-2755549 | Trustee (individual) | $27,412 |
ARMANINO LLP5+ years Service code 10 · EIN 94-6214841 | Accounting | $23,651 |
NOTHERN TRUST1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $16,935 |
DRINKER BIDDLE & REATH LLP3 years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423109 | Legal | $1,217 |
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 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 12.45% | 10.83%+1.6pp | 1087.39%-1074.9pp | 627.08%-614.6pp |
| Employer contribution / active EE | $22,646 | $13,849+63.5% | $42,245-46.4% | $18,824+20.3% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |