Filed December 15, 1992
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 |
|---|---|---|
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, N.A. Service code 16 · EIN 36-2085229 111 W MONROE ST · CHICAGO, IL 60603 | Consulting | $179,176 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 23-1159360 400 NORTH EXECUTIVE DRIVE · BROOKFIELD, WI 53005 | Actuarial | $33,250 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTINGINC Service code 17 · EIN 36-2235791 200 E RANDOLPH ST · CHICAGO, IL 60601 | Pension Consulting | $27,500 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 205 NORTH MICHIGAN AVENUE · CHICAGO, IL 606015927 | Accounting | $9,700 |
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.
Annual investment return 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 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 3.39% | 14.66%-11.3pp | 11.38%-8.0pp | 11.84%-8.5pp |
| Employer contribution / active EE | $15,873 | $10,832+46.5% | $18,467-14.0% | $17,339-8.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |