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 CONSULTING5+ years Service code 11 · EIN 23-2293237 | Actuarial | $330,442 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,000 |
GBQ PARTNERS5+ years Service code 10 · EIN 20-2122306 | Accounting | $12,800 |
COZEN O'CONNOR1 year Service code 29 ONE LIBERTY PLACE · PHILADELPHIA, PA 19103 | Legal | $11,054 |
Service code 29 321 N CLARK ST #400 · CHICAGO, IL 60654 | Legal | $8,463 |
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.
Employer contribution per participant 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% | $157,433-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 20.45% | 21.83%-1.4pp | 10.27%+10.2pp | 21.83%-1.4pp |
| Employer contribution / active EE | $3,903 | $12,237-68.1% | $19,104-79.6% | $12,237-68.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $15-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $12,160-100.0% | $1,551,325-100.0% |