Filed September 11, 1992
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 10-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 Service code 11 · EIN 22-2232264 | Actuarial | $254,552 |
SAGE ADVISORY SERVICES8+ years Service code 28 · EIN 74-2798841 | Investment Management | $40,894 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS (FORMERLY DIMEO) Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $13,011 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $10,185 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -18.42% | -12.27%-6.1pp | -8.79%-9.6pp | 2.77%-21.2pp |
| Employer contribution / active EE | $13,925 | $13,732+1.4% | $43,435-67.9% | $15,262-8.8% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |