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 CONSULTING1 year Filed as: AON TRUST COMPANY LLC Service code 20 · EIN 37-6543784 | Direct payment from the plan; Trustee... | $501,973 |
MERCER6+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $287,611 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $196,251 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 20 · EIN 23-6994310 | Trustee (individual); Direct payment ... | $72,926 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 1801 CALIFORNIA STREET, SUITE 2900 · DENVER, CO 80202 | Accounting | $25,911 |
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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 19.44% | 15.63%+3.8pp | 9.78%+9.7pp | 15.63%+3.8pp |
| Employer contribution / active EE | $14,247 | $11,476+24.1% | $46,882-69.6% | $11,476+24.1% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |