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 NA5 years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $296,602 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 71 S WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $39,142 |
SIKICH LLP5 years Service code 11 13400 BISHOPS LANE STE 300 · BROOKFIELD, WI 53005 | Actuarial | $12,000 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 22 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Insurance Broker | $11,536 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 9.66% | -14.68%+24.3pp | -2.84%+12.5pp | 259.13%-249.5pp |
| Employer contribution / active EE | $391,455 | $47,728+720.2% | $33,329+1074.5% | $41,469+844.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |