Filed November 14, 2003
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 7-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 CONSULTING3+ years Service code 11 PO BOX 905188 · CHARLOTTE, NC 28290 | Actuarial | $117,433 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $15,725 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 56-1354495 | Bank Trustee | $6,785 |
Filed as: JP MORGAN Service code 27 PO BOX 219143 · KANSAS CITY, MO 641216143 | Advisory (Plan) | $5,094 |
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.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | 5.88% | -2.89%+8.8pp | -102.03%+107.9pp | 10.56%-4.7pp |
| Employer contribution / active EE | $11,939 | $14,715-18.9% | $36,229-67.0% | $13,643-12.5% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |