Filed January 24, 2019 (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 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 | $191,219 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $78,840 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $73,254 |
MONTICELLO ASSOCIATES9 years Filed as: MONTICELLO Service code 27 1800 LARIMER STREET · DENVER, CO 80202 | Advisory (Plan) | $68,750 |
Filed as: SCOUT INVESTMENT MANAGEMENT Service code 28 1201 WALNUT STREET 21ST FLOOR · KANSAS CITY, MO 64106 | Investment Management | $31,196 |
REAMS ASSET MANAGEMENT4 years Filed as: REAMS ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 35-1503965 | Investment Management | $9,225 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 13.10% | 10.71%+2.4pp | 8.80%+4.3pp | 10.71%+2.4pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $29,429-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $58-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |