Filed October 18, 2004
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 |
|---|---|---|
SC UFCW ADMINISTRATION LLC4 years Service code 14 · EIN 74-3243950 | Plan Administrator | $4,386,054 |
SCHWARTZ, STEINSAPIR, ET AL4 years Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN Service code 29 · EIN 95-2077781 | Legal | $1,263,294 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,087,055 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,022,674 |
Service code 11 · EIN 26-1370698 | Actuarial | $786,857 |
VICTORY4 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $770,904 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-0680642 | Investment Management | $758,164 |
DRA ADVISORS LLC4 years Filed as: DRA ADVISORS Service code 28 · EIN 13-3774195 | Investment Management | $733,752 |
Filed as: PATTERSON CAPITAL MANAGEMENT Service code 28 · EIN 95-3170259 | Investment Management | $722,355 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $705,750 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | -4.84% | 13.18%-18.0pp | 14.21%-19.1pp | 13.18%-18.0pp |
| Employer contribution / active EE | $6,098 | $8,469-28.0% | $29,446-79.3% | $8,469-28.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $125-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |