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 CONSULTING6+ years Service code 11 · EIN 23-2293237 | Actuarial | $332,526 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $74,988 |
Service code 14 · EIN 31-1317049 | Plan Administrator | $49,806 |
GBQ PARTNERS6+ years Service code 10 · EIN 20-2122306 | Accounting | $12,800 |
Service code 29 · EIN 31-4373657 321 N CLARK ST #400 · CHICAGO, IL 60654 | Legal | $9,281 |
COZEN O'CONNOR2 years Service code 29 ONE LIBERTY PLACE · PHILADELPHIA, PA 19103 | Legal | $0 |
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 | $0 | $78,313-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 0.0%0pp |
| Annual return | 11.80% | 12.86%-1.1pp | 6.61%+5.2pp | 12.86%-1.1pp |
| Employer contribution / active EE | $7,705 | $13,687-43.7% | $24,284-68.3% | $13,687-43.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $408-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,478-100.0% | - |