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 LLC9+ years Service code 11 · EIN 27-1175487 | Actuarial | $49,085 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $20,504 |
MONTICELLO ASSOCIATES9+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $20,504 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $10,400 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | 8.35% | 7.12%+1.2pp | 7.78%+0.6pp | 9.89%-1.5pp |
| Employer contribution / active EE | $0 | $10,929-100.0% | $32,517-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |