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 7-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 CONSULTING3+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $173,925 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $156,073 |
POYNER & SPRUILL LLP3+ years Filed as: POYNER SPRUILL Service code 29 · EIN 56-1493995 | Legal | $85,170 |
SEI INVESTMENTS3+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $76,008 |
CROWE LLP3+ years Service code 10 · EIN 35-0921680 | Accounting | $52,239 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $12,765 |
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.
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 | $409,661-100.0% | $1,964,387-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 14.3%-14.3pp | 1.7%-1.7pp |
| Annual return | 10.97% | 627.08%-616.1pp | 21681.50%-21670.5pp | 627.08%-616.1pp |
| Employer contribution / active EE | $217,463 | $18,824+1055.3% | $87,430+148.7% | $18,824+1055.3% |
| Participant deferral / active EE | $0 | $418-100.0% | $70-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,693-100.0% | $1,923-100.0% |