Filed January 1, 2012 (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.
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| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP5+ years Service code 28 · EIN 36-2152202 | Investment Management | $108,663 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $90,246 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CO. Service code 16 · EIN 36-3109431 | Consulting | $76,828 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,767 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $22,561 |
COOK STREET CONSULTING1 year Service code 16 5299 DTC BLVD #1000 · GREENWOOD VILLAGE, CO 80111 | Consulting | $20,000 |
Service code 28 · EIN 20-8058531 | Investment Management | $18,715 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $12,500 |
Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $8,823 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 15.84% | 12.96%+2.9pp | 20.73%-4.9pp | 16.32%-0.5pp |
| Employer contribution / active EE | $10,065 | $12,913-22.1% | $36,500-72.4% | $17,007-40.8% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |