Filed June 9, 2005 (most recent of 3 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 9-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 |
|---|---|---|
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $288,721 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 71 S WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $38,291 |
SIKICH LLP3 years Service code 11 13400 BISHOPS LANE STE 300 · BROOKFIELD, WI 53005 | Actuarial | $20,412 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 22 · EIN 42-0127290 | Insurance Broker | $11,371 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -7.88% | -5.34%-2.5pp | 12.68%-20.6pp | -82.66%+74.8pp |
| Employer contribution / active EE | $318,750 | $31,322+917.6% | $22,860+1294.4% | $43,769+628.2% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |