Filed June 28, 2011 (most recent of 2 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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC1+ years Service code 11 · EIN 27-1175487 | Actuarial | $133,336 |
MONTICELLO ASSOCIATES1+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $51,750 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $21,850 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE FINANCIAL SOLUTIONS INC Service code 21 · EIN 33-1151291 | Bank Trustee | $15,855 |
WILMINGTON TRUST1+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $8,208 |
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.
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 | $0 | $211,396-100.0% | $83,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 77.9%-77.9pp | 4.3%-4.3pp |
| Annual return | -1.57% | 2.81%-4.4pp | -0.37%-1.2pp | 2.81%-4.4pp |
| Employer contribution / active EE | $17,749 | $16,358+8.5% | $27,460-35.4% | $16,358+8.5% |
| Participant deferral / active EE | $0 | $775-100.0% | $1,021-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,063-100.0% | $1,639-100.0% |