Filed April 5, 2013 (most recent of 4 filings on file)
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 |
|---|---|---|
AON CONSULTING7+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $63,001 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $22,128 |
ATESSA BENEFITS7+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $19,920 |
US BANK7+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST. Service code 21 · EIN 31-0841368 | Bank Trustee | $10,832 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $2,286,405-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 10.5%-10.5pp | - |
| Annual return | -11.29% | 59.12%-70.4pp | 4.92%-16.2pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $39,114-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $79-100.0% | - |
| Admin fee / account holder | $0 | $0 | $0 | - |