Filed October 18, 2004
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+ years Service code 11 · EIN 23-2293237 | Actuarial | $287,935 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,000 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Service code 29 · EIN 25-1381032 | Legal | $19,950 |
GBQ PARTNERS1+ years Service code 10 · EIN 20-2122306 | Accounting | $12,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,383-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 0.0%0pp |
| Annual return | -2.38% | 1.67%-4.0pp | -0.48%-1.9pp | 1.67%-4.0pp |
| Employer contribution / active EE | $4,071 | $10,506-61.2% | $23,357-82.6% | $10,506-61.2% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $17-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,964-100.0% | $66,276-100.0% |