Filed December 17, 1992
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 |
|---|---|---|
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA Service code 27 · EIN 04-2659023 | Advisory (Plan) | $175,478 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $136,019 |
MATRIX TRUST COMPANY9 years Service code 17 · EIN 51-0099033 | Pension Consulting | $63,848 |
US BANK1 year Service code 17 · EIN 31-0841368 | Pension Consulting | $37,725 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 8.94% | 10.71%-1.8pp | 6.25%+2.7pp | 10.71%-1.8pp |
| Employer contribution / active EE | $14,781 | $14,986-1.4% | $26,962-45.2% | $14,986-1.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $517-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |