Filed October 18, 2004 (most recent of 2 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 CONSULTING, INC Service code 17 · EIN 12-3957095 | Pension Consulting | $874,327 |
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 50 LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $100,402 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $95,668 |
OGLETREE DEAKINS3 years Filed as: OGLETREE DEAKINS NASH SMOAK & STEAR Service code 29 · EIN 57-1044820 | Legal | $66,507 |
SLC MANAGEMENT3 years Filed as: SUN LIFE INVESTMENT MGMT US INC Service code 28 · EIN 68-0635051 | Investment Management | $63,549 |
AON CONSULTING6 years Service code 11 · EIN 06-1648707 | Actuarial | $14,652 |
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 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 4.64% | 7.65%-3.0pp | 5.62%-1.0pp | 7.65%-3.0pp |
| Employer contribution / active EE | $19,658 | $20,599-4.6% | $37,825-48.0% | $20,599-4.6% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |