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 LLC5+ years Service code 11 · EIN 27-1175487 | Actuarial | $52,795 |
MATRIX TRUST COMPANY5+ years Filed as: BROADRIDGE FINANCIAL SOLUTIONS INC Service code 21 · EIN 33-1151291 | Bank Trustee | $24,799 |
MONTICELLO ASSOCIATES5+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $21,500 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $17,571 |
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 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 | $46,244-100.0% | $143,222-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 57.6%-57.6pp | 2.8%-2.8pp |
| Annual return | 19.31% | 16.32%+3.0pp | 8.97%+10.3pp | 16.32%+3.0pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $37,026-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,023-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,546-100.0% | $127-100.0% |