Filed February 11, 2011 (most recent of 3 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+ years Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $165,295 |
AON CONSULTING1+ years Filed as: AON HEWITT BENEFITS CONSULTING Service code 11 · EIN 22-2232264 | Actuarial | $115,310 |
BMO HARRIS BANK NA1+ years Service code 26 · EIN 36-2085229 | Advisory (Participants) | $20,148 |
STROHM BALLWEG LLP1+ years Service code 10 · EIN 39-1969986 | Accounting | $7,600 |
AON CONSULTING1+ years Filed as: AON RISK INSURANCE SERVICES WEST Service code 23 · EIN 95-3252415 | Insurance services | $7,082 |
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 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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -5.29% | -1.13%-4.2pp | -0.81%-4.5pp | 2.81%-8.1pp |
| Employer contribution / active EE | $15,254 | $14,981+1.8% | $38,425-60.3% | $16,358-6.7% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |