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 |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 14 · EIN 91-0675641 | Plan Administrator | $284,447 |
MERCER3+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 13-2834414 | Recordkeeping | $283,821 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $259,322 |
POYNER & SPRUILL LLP3+ years Service code 29 · EIN 56-1493995 | Legal | $97,134 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $65,225 |
CROWE LLP3+ years Service code 10 · EIN 35-0921680 | Accounting | $62,705 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $22,553 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 9.72% | 19.51%-9.8pp | 239.57%-229.9pp | 53.27%-43.5pp |
| Employer contribution / active EE | $30,738 | $15,992+92.2% | $43,837-29.9% | $14,774+108.1% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |