Filed October 15, 2002
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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $190,889 |
AON CONSULTING7 years Filed as: AON HEWITT Service code 27 4 OVERLOOK PT · LINCOLNSHIRE, IA 60069 | Advisory (Plan) | $69,003 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $25,979 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $20,402 |
VEDDER PRICE9 years Filed as: VEDDER PRICE PC Service code 29 222 N LA SALLE STREET · CHICAGO, IL 60601 | Legal | $12,039 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $803,298-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 56.4%-56.4pp | 2.1%-2.1pp |
| Annual return | 3.36% | 9.14%-5.8pp | 10.48%-7.1pp | 9.14%-5.8pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $34,979-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $11-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,829-100.0% | $200-100.0% |