Filed April 22, 2014 (most recent of 4 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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING INC (NJ) Service code 13 · EIN 22-2232264 | Contract Administrator | $72,000 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $35,888 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,950 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $17,800 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $13,500 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1531281 | Advisory (Plan) | $4,500 |
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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 10.41% | 9.67%+0.7pp | 7.70%+2.7pp | 22.81%-12.4pp |
| Employer contribution / active EE | $8,124 | $11,016-26.3% | $28,478-71.5% | $18,290-55.6% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |