Filed April 24, 2007 (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 CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $29,575 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $20,450 |
CARON & BLETZER, PLLC9 years Service code 10 · EIN 04-3499945 | Accounting | $18,600 |
Service code 29 · EIN 41-0244008 | Legal | $7,948 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.30% | 11.94%-10.6pp | 6.78%-5.5pp | 8.76%-7.5pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,154-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |