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 |
|---|---|---|
SAGE ADVISORY SERVICES10+ years Service code 28 · EIN 74-2798841 | Investment Management | $36,218 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $35,086 |
RSM US LLP1 year Service code 50 · EIN 47-0714325 | Direct Payment | $27,563 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS (FORMERLY DIMEO) Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $10,000 |
Service code 29 201 17TH STREET NW, SUITE 1700 · ATLANTA, GA 30363 | Legal | $4,320 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $459 |
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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 4.52% | 3.90%+0.6pp | 8.57%-4.1pp | 8.76%-4.2pp |
| Employer contribution / active EE | $2,347 | $12,005-80.5% | $33,010-92.9% | $16,627-85.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |