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 |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $239,042 |
MERCER2+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 13-2834414 | Recordkeeping | $238,027 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 14 1301 FIFTH AVENUE · SEATTLE, WA 981012646 | Plan Administrator | $220,149 |
Filed as: GREAT WEST FINANCIAL Service code 27 · EIN 84-0467907 | Advisory (Plan) | $179,696 |
POYNER & SPRUILL LLP2+ years Service code 29 · EIN 56-1493995 | Legal | $63,238 |
CROWE LLP2+ years Service code 10 · EIN 35-0921680 | Accounting | $53,857 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $49,864 |
HUDSON PILOT LLC2+ years Service code 16 · EIN 26-4590269 | Consulting | $37,000 |
COOK STREET CONSULTING2+ years Service code 17 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $7,200 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 360 INTERSTATE N PKWY · ATLANTA, GA 30339 | Bank Trustee | $5,876 |
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.
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 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -3.57% | -0.13%-3.4pp | -2.99%-0.6pp | 0.19%-3.8pp |
| Employer contribution / active EE | $14,212 | $16,248-12.5% | $41,623-65.9% | $13,763+3.3% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |