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 |
|---|---|---|
SEI INVESTMENTS4 years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $709,265 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 14 · EIN 91-0675641 | Plan Administrator | $530,177 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $212,553 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $45,940 |
CROWE LLP7+ years Service code 10 · EIN 35-0921680 | Accounting | $42,563 |
POYNER & SPRUILL LLP2 years Filed as: POYNER & SPRULL LLP Service code 29 · EIN 56-1493995 | Legal | $9,152 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $2,703,652-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 7.7%-7.7pp | 2.3%-2.3pp |
| Annual return | 7.39% | 37.74%-30.3pp | 6.73%+0.7pp | 37.74%-30.3pp |
| Employer contribution / active EE | $0 | $15,781-100.0% | $34,949-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $86-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |