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 INVESTMENT CONSULTING LLC Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $118,555 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK Service code 26 · EIN 36-2085229 | Advisory (Participants) | $12,008 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN AG INSURANCE COMPANY Service code 22 · EIN 36-2661954 | Insurance Broker | $1,778 |
AON CONSULTING6 years Service code 11 · EIN 22-2945469 | Actuarial | $0 |
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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 7.30% | 9.74%-2.4pp | 12.68%-5.4pp | 9.89%-2.6pp |
| Employer contribution / active EE | $9,524 | $15,597-38.9% | $41,588-77.1% | $14,313-33.5% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |