Filed December 8, 2011 (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 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 |
|---|---|---|
Filed as: ALLIANT INSURANCE Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $54,903 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $46,583 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $38,738 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENTS ADVISORS LLC Service code 28 · EIN 95-4191764 | Investment Management | $8,574 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | - |
| Annual return | 15.42% | 65.56%-50.1pp | 9.65%+5.8pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $26,259-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |