Filed February 25, 2010
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 |
|---|---|---|
MERCER2+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $446,014 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 20 · EIN 27-2436452 | Trustee (individual); Direct payment ... | $341,460 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $135,026 |
ANTON COLLINS MITCHELL LLP2+ years Service code 10 · EIN 01-0724563 | Accounting | $13,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 10.86% | 9.56%+1.3pp | 14.41%-3.6pp | 17.84%-7.0pp |
| Employer contribution / active EE | $9,377 | $24,624-61.9% | $45,283-79.3% | $14,688-36.2% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |