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 Filed as: AON CONSULTING, INC Service code 17 · EIN 12-3957095 | Pension Consulting | $895,631 |
NORTHERN TRUST COMPANY9+ years Service code 25 · EIN 36-1561860 50 LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $94,894 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $92,882 |
OGLETREE DEAKINS2 years Filed as: OGLETREE DEAKINS NASH SMOAK & STEAR Service code 29 · EIN 57-1044820 | Legal | $41,463 |
SLC MANAGEMENT2 years Filed as: SUN LIFE INVESTMENT MGMT US INC Service code 28 · EIN 68-0635051 | Investment Management | $40,030 |
Filed as: RYAN LABS ASSET MANAGEMANT Service code 28 · EIN 47-3503928 | Investment Management | $20,260 |
MELTON & MELTON LLP2 years Service code 10 · EIN 74-1550819 | Accounting | $19,000 |
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 | $9,556,684-100.0% | $848,047-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 8.01% | 22.81%-14.8pp | 5.63%+2.4pp | 22.81%-14.8pp |
| Employer contribution / active EE | $11,367 | $18,290-37.9% | $36,086-68.5% | $18,290-37.9% |
| Participant deferral / active EE | $0 | $603-100.0% | $0 | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $0 | $85,222-100.0% |