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 CONSULTING8+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $41,450 |
ATESSA BENEFITS8+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $38,379 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $22,143 |
US BANK8+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST. Service code 21 · EIN 31-0841368 | Bank Trustee | $9,537 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,278,297-100.0% | $2,278,297-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -91.50% | -14.95%-76.6pp | 111.29%-202.8pp | -14.65%-76.9pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,631-100.0% |