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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 20 · EIN 27-2436452 | Trustee (individual); Direct payment ... | $436,371 |
MERCER4+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $385,235 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $157,894 |
ANTON COLLINS MITCHELL LLP2 years Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $20,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 2.55% | 21.83%-19.3pp | 13.48%-10.9pp | 21.83%-19.3pp |
| Employer contribution / active EE | $14,446 | $12,237+18.1% | $47,067-69.3% | $12,237+18.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |