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 CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 20 · EIN 27-2436452 | Trustee (individual); Direct payment ... | $1,724,375 |
MERCER5+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $297,005 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $177,812 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 1801 CALIFORNIA STREET, SUITE 2900 · DENVER, CO 80202 | Accounting | $15,750 |
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 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 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 6.00% | 12.86%-6.9pp | 380.66%-374.7pp | 12.86%-6.9pp |
| Employer contribution / active EE | $11,868 | $13,687-13.3% | $45,083-73.7% | $13,687-13.3% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |