Filed October 1, 2008 (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 10-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 HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $297,785 |
Filed as: FIDELITY Service code 13 · EIN 04-3275867 | Contract Administrator | $250,503 |
Service code 27 601 MERRIT 7 · NORWALK, CT 06851 | Advisory (Plan) | $157,153 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $117,568 |
Filed as: MESA WEST CAPITAL Service code 27 11755 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Advisory (Plan) | $96,321 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $25,336 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 14.92% | 13.03%+1.9pp | 10.36%+4.6pp | 23.90%-9.0pp |
| Employer contribution / active EE | $28,368 | $15,779+79.8% | $37,738-24.8% | $16,539+71.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |