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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT4 years Service code 28 · EIN 47-3503928 | Investment Management | $108,653 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHEN TRUST COMPANY Service code 25 · EIN 36-1561860 50 LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $105,593 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 3550 LENOX ROAD, SUITE 1700 · ATLANTA, GA 30326 | Actuarial | $52,398 |
BUCK GLOBAL, LLC1 year Service code 38 · EIN 13-3954297 | Participant Communication | $34,705 |
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 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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 39.39% | 53.27%-13.9pp | 10.76%+28.6pp | 53.27%-13.9pp |
| Employer contribution / active EE | $11,462 | $14,774-22.4% | $68,795-83.3% | $14,774-22.4% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |