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 LLC10+ years Service code 11 · EIN 27-1175487 | Actuarial | $46,337 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $36,650 |
MONTICELLO ASSOCIATES10+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $21,500 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $19,830 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 3.74% | 8.93%-5.2pp | 7.82%-4.1pp | 8.23%-4.5pp |
| Employer contribution / active EE | $0 | $10,201-100.0% | $31,823-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $958-100.0% | $365-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |