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 CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $175,146 |
AON CONSULTING1 year Filed as: AON HEWITT BENEFIT CONSULTING Service code 11 · EIN 22-2232264 | Actuarial | $83,689 |
BMO HARRIS BANK NA3+ years Service code 26 · EIN 36-2085229 | Advisory (Participants) | $17,179 |
STROHM BALLWEG LLP3+ years Service code 10 · EIN 39-1969986 | Accounting | $8,000 |
AON CONSULTING3+ years Filed as: AON RISK INSURANCE SERVICES WEST Service code 23 · EIN 95-3252415 | Insurance services | $6,890 |
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 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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.83% | 12.23%+0.6pp | 10.36%+2.5pp | 13.95%-1.1pp |
| Employer contribution / active EE | $66,667 | $18,059+269.2% | $37,738+76.7% | $16,598+301.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |