Filed January 6, 1997 (most recent of 2 filings on file)
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 6-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 |
|---|---|---|
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $80,937 |
Service code 16 · EIN 56-2409465 | Consulting | $29,072 |
CONDUENT HR CONSULTING, LLC4 years Service code 13 · EIN 81-2983623 | Contract Administrator | $28,528 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $14,059 |
ANTON COLLINS MITCHELL LLP3 years Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $13,192 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,672 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET TRUST CO Service code 25 | Directed Trustee | $5,692 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $793,067-100.0% | $793,067-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.0%-43.0pp |
| Annual return | -91.28% | 3.18%-94.5pp | 10.21%-101.5pp | 259.13%-350.4pp |
| Employer contribution / active EE | $0 | $54,473-100.0% | $40,687-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,546-100.0% |