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 LLC6+ years Service code 11 · EIN 27-1175487 | Actuarial | $44,539 |
MATRIX TRUST COMPANY6+ years Filed as: BROADRIDGE FINANCIAL SOLUTIONS INC Service code 21 · EIN 33-1151291 | Bank Trustee | $25,553 |
MONTICELLO ASSOCIATES6+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $24,548 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $5,245 |
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.
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 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 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 15.67% | 627.08%-611.4pp | 6.78%+8.9pp | 627.08%-611.4pp |
| Employer contribution / active EE | $0 | $18,824-100.0% | $28,542-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |