Filed October 18, 2004
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $191,843 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $181,276 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $24,444 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $20,330 |
LOGOS PENSION GROUP INC.1 year Service code 15 · EIN 83-1892385 | Recordkeeping | $16,000 |
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 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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 12.69% | 13.15%-0.5pp | -2.84%+15.5pp | 11.45%+1.2pp |
| Employer contribution / active EE | $5,640 | $23,714-76.2% | $33,329-83.1% | $17,219-67.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |