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 CONSULTING2 years Service code 11 · EIN 22-2232264 3550 LENOX ROAD, SUITE 1700 · ATLANTA, GA 30326 | Actuarial | $720,409 |
BUCK GLOBAL, LLC2 years Service code 38 · EIN 13-3954297 | Participant Communication | $110,623 |
RYAN LABS ASSET MANAGEMENT5 years Service code 28 · EIN 47-3503928 | Investment Management | $89,907 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 50 LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $80,790 |
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 | $409,661-100.0% | $793,067-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 9.1%-9.1pp | 1.7%-1.7pp |
| Annual return | 11.88% | 627.08%-615.2pp | 10.21%+1.7pp | 627.08%-615.2pp |
| Employer contribution / active EE | $21,311 | $18,824+13.2% | $40,687-47.6% | $18,824+13.2% |
| Participant deferral / active EE | $0 | $418-100.0% | $0 | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |