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 CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $321,068 |
SAGE ADVISORY SERVICES9+ years Service code 28 · EIN 74-2798841 | Investment Management | $24,306 |
Service code 29 201 17TH STREET NW, SUITE 1700 · ATLANTA, GA 30363 | Legal | $13,710 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $10,920 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS (FORMERLY DIMEO) Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $7,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 8.35% | 7.31%+1.0pp | 8.55%-0.2pp | 37.74%-29.4pp |
| Employer contribution / active EE | $4,021 | $9,805-59.0% | $37,109-89.2% | $15,781-74.5% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |