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 CONSULTING1 year Filed as: AON CONSULTING, INC (NJ) Service code 13 · EIN 22-2232264 | Contract Administrator | $53,198 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $35,664 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $19,800 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LCC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $18,000 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 13 · EIN 51-0099493 | Contract Administrator | $16,216 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,950 |
Service code 28 · EIN 88-6273075 | Investment Management | $5,251 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $937,755-100.0% | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | - |
| Annual return | 5.16% | 71.39%-66.2pp | 5.17%0pp | - |
| Employer contribution / active EE | $8,020 | $14,822-45.9% | $26,422-69.6% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $78-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $16,625-100.0% | - |