Filed February 10, 2000
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 CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $123,008 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
IVINS, PHILLIPS & BARKER6 years Filed as: IVINS, PHILLIPS & BAKER Service code 29 1700 PENNSYLVANIA AVENUE · WASHINGTON, DC 20006 | Legal | $19,226 |
WELLS FARGO BANK, N.A.1 year Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $8,822 |
ALIGHT SOLUTIONS LLC1 year Service code 17 · EIN 82-1061233 | Pension Consulting | $3,300 |
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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 9.50% | 10.11%-0.6pp | 10.75%-1.2pp | 11.84%-2.3pp |
| Employer contribution / active EE | $0 | $14,976-100.0% | $35,162-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |