Filed November 29, 2005 (most recent of 3 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,251,236 |
ACTUARIAL RETIREMENT SERVICES LLC10+ years Service code 11 · EIN 27-1025060 | Actuarial | $296,169 |
AON CONSULTING7 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $223,833 |
IR&M US INTERMEDIATE10+ years Service code 28 · EIN 04-2955404 | Investment Management | $100,150 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $96,862 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: SILCHESTER Service code 28 · EIN 36-7045759 | Investment Management | $87,215 |
CITIBANK1 year Filed as: CITIBANK, N.A. Service code 15 · EIN 13-5266470 | Recordkeeping | $53,973 |
SEI INVESTMENTS1 year Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $42,233 |
Filed as: STATE STREET RESEARCH & MGMT CO. Service code 28 · EIN 13-3142135 | Investment Management | $30,818 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $205,371-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 53.4%-53.4pp | 17.1%-17.1pp |
| Annual return | 8.96% | 9.82%-0.9pp | 6.25%+2.7pp | 9.82%-0.9pp |
| Employer contribution / active EE | $70,213 | $13,587+416.8% | $26,962+160.4% | $13,587+416.8% |
| Participant deferral / active EE | $0 | $81-100.0% | $517-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $13,227-100.0% | $2,893-100.0% |