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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $281,494 |
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $118,647 |
LOGOS PENSION GROUP INC.4 years Service code 15 · EIN 83-1892385 | Recordkeeping | $28,010 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $27,263 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $20,642 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $5,750 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 12.13% | 7.97%+4.2pp | 7.70%+4.4pp | 37.74%-25.6pp |
| Employer contribution / active EE | $7,161 | $15,841-54.8% | $28,478-74.9% | $15,781-54.6% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |