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 |
|---|---|---|
GARDNER RUSSO2+ years Filed as: GARDNER RUSSO AND GARDNER Service code 28 · EIN 23-2673088 | Investment Management | $138,150 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $128,039 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $107,121 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,631 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $65,163 |
MONTICELLO ASSOCIATES1 year Filed as: MONTICELLO Service code 27 1800 LARIMER STREET · DENVER, CO 80202 | Advisory (Plan) | $45,000 |
REAMS ASSET MANAGEMENT2+ years Service code 28 · EIN 35-1503965 | Investment Management | $34,069 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $34,000 |
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 9.33% | 12.40%-3.1pp | 10.16%-0.8pp | 23.90%-14.6pp |
| Employer contribution / active EE | $12,777 | $8,748+46.1% | $33,192-61.5% | $16,539-22.7% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |