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 BANK2 years Service code 17 · EIN 37-0923942 | Pension Consulting | $960,871 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Consulting | $93,969 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $35,820 |
RUBINBROWN LLP3+ years Service code 10 · EIN 43-0765316 | Accounting | $31,828 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $7,150 |
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 | $0 | $105,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | 13.07% | 17.84%-4.8pp | 9.21%+3.9pp | 17.84%-4.8pp |
| Employer contribution / active EE | $6,133 | $14,688-58.2% | $35,088-82.5% | $14,688-58.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $163-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $4,019-100.0% | - |