Filed April 14, 2006 (most recent of 5 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 |
|---|---|---|
MONTICELLO ASSOCIATES1 year Service code 28 · EIN 84-1205635 | Investment Management | $50,863 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $41,531 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $14,675 |
Filed as: MCDERMOTT, WILL & EMERY LLP Service code 28 · EIN 36-1453176 | Investment Management | $11,518 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,225 | $44,007+30.0% | $154,107-62.9% | $68,904-16.9% |
| Participation rate | 98.4% | 70.0%+28.4pp | 83.0%+15.4pp | 74.1%+24.3pp |
| Annual return | -4.52% | 8.15%-12.7pp | 735.12%-739.6pp | 1.07%-5.6pp |
| Employer contribution / active EE | $2,629 | $1,732+51.8% | $5,298-50.4% | $2,540+3.5% |
| Participant deferral / active EE | $4,723 | $2,813+67.9% | $5,081-7.0% | $4,015+17.6% |
| Admin fee / account holder | $0 | $65-100.0% | $13,411-100.0% | $71-100.0% |