Filed March 17, 2009 (most recent of 3 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 |
|---|---|---|
COUNTRY TRUST BANK1 year Service code 17 · EIN 37-0923942 | Pension Consulting | $526,184 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $36,841 |
COUNTRY LIFE INSURANCE COMPANY2+ years Service code 17 · EIN 37-0808781 | Pension Consulting | $17,581 |
RUBINBROWN LLP2+ years Service code 10 · EIN 43-0765316 | Accounting | $14,540 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $11,675 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $202,986-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 0.0%0pp |
| Annual return | 9.57% | 9.19%+0.4pp | 2.04%+7.5pp | 9.19%+0.4pp |
| Employer contribution / active EE | $5,757 | $12,608-54.3% | $57,418-90.0% | $12,608-54.3% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $123-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $255,353-100.0% | $2,655,710-100.0% |