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 CONSULTING1 year Filed as: AON CONSULTING, INC Service code 17 · EIN 12-3957095 | Pension Consulting | $545,282 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 3550 LENOX ROAD, SUITE 1700 · ATLANTA, GA 30326 | Actuarial | $332,831 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MGMT US INC Service code 28 · EIN 68-0635051 | Investment Management | $110,514 |
NORTHERN TRUST COMPANY8+ years Service code 25 · EIN 36-1561860 50 LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $95,364 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $90,176 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $52,450 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $23,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK & STEAR Service code 29 · EIN 57-1044820 | Legal | $12,214 |
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 | $46,984-100.0% | $732,694-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 7.1%-7.1pp | 5.6%-5.6pp |
| Annual return | -18.67% | 39.77%-58.4pp | -15.18%-3.5pp | 39.77%-58.4pp |
| Employer contribution / active EE | $10,363 | $19,959-48.1% | $53,321-80.6% | $19,959-48.1% |
| Participant deferral / active EE | $0 | $614-100.0% | $0 | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |