Filed November 10, 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 8-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 |
|---|---|---|
JOHNSON BANK6+ years Filed as: JOHNSON INVESTMENT CO. Service code 27 · EIN 31-1801770 | Advisory (Plan) | $17,027 |
US BANK1 year Filed as: USBANK Service code 13 · EIN 41-6271370 | Contract Administrator | $16,451 |
Filed as: ALTRINSIC GLOBAL ADVISORS Service code 27 8 SOUND SHORE DR. · GREENWICH, CT 06830 | Advisory (Plan) | $12,798 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 27 303 BROADWAY #1200 · CINCINNATI, OH 45202 | Advisory (Plan) | $10,726 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 10.86% | 8.57%+2.3pp | 7.87%+3.0pp | 9.29%+1.6pp |
| Employer contribution / active EE | $25,563 | $19,481+31.2% | $31,768-19.5% | $15,168+68.5% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |