Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 employees
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 CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,062,395 |
AON CONSULTING5 years Filed as: AON INVESTMENT USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $276,163 |
Service code 29 · EIN 36-1453176 | Legal | $177,478 |
Filed as: PRINCIPAL TRUST COMPANY Service code 25 · EIN 51-0099493 | Directed Trustee | $83,362 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 33-1498605 | Accounting | $23,300 |
BLOOMING COLOR INC1 year Service code 36 · EIN 36-3827168 | Direct payment from the plan; Copying... | $17,578 |
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.
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 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.28% | 10.00%-6.7pp | 5.17%-1.9pp | 9.30%-6.0pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |