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 4-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 CONSULTING4+ years Service code 11 PO BOX 905188 · CHARLOTTE, NC 28290 | Actuarial | $214,231 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $16,732 |
RVK, INC.4+ years Filed as: RV KUHNS & ASSOCIATES Service code 27 PO BOX 3460 · PORTLAND, OR 97208 | Advisory (Plan) | $9,728 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 56-1354495 | Bank Trustee | $8,979 |
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.
Annual investment return 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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $270,125-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | - |
| Annual return | -86.62% | 55.68%-142.3pp | -38.85%-47.8pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $37,752-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $16,942-100.0% | - |