Filed June 8, 2009 (most recent of 4 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 8-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 |
|---|---|---|
HUDSON PILOT LLC1+ years Service code 16 · EIN 26-4590269 | Consulting | $481,000 |
Filed as: GREAT WEST FINANCIAL Service code 15 · EIN 84-0467907 | Recordkeeping | $480,679 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $386,422 |
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 13-2834414 | Recordkeeping | $354,046 |
POYNER & SPRUILL LLP1+ years Service code 29 · EIN 56-1493995 | Legal | $130,450 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $90,820 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $64,369 |
COOK STREET CONSULTING1+ years Service code 17 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $14,400 |
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.
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 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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 0.00% | 11.30%-11.3pp | 9.60%-9.6pp | 23.90%-23.9pp |
| Employer contribution / active EE | $0 | $21,004-100.0% | $45,595-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |