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 NA4 years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $276,215 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 71 S WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $54,754 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 22 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Insurance Broker | $11,387 |
SIKICH LLP4 years Service code 11 13400 BISHOPS LANE STE 300 · BROOKFIELD, WI 53005 | Actuarial | $10,710 |
VEDDER PRICE4 years Filed as: VEDDER PRICE P.C. Service code 29 · EIN 36-3254526 | Legal | $9,279 |
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.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 16.16% | 4.63%+11.5pp | 29.77%-13.6pp | 12.16%+4.0pp |
| Employer contribution / active EE | $415,071 | $51,918+699.5% | $33,607+1135.1% | $44,746+827.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |