Filed February 26, 2004
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 7-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 Service code 11 · EIN 22-2232264 | Actuarial | $331,743 |
WIPFLI LLP3+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $105,912 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS Service code 21 · EIN 39-1186267 | Bank Trustee | $61,631 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 26 · EIN 36-3109431 | Advisory (Participants) | $54,135 |
KUTAK ROCK LLP3+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $44,255 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $11,786 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $157,995-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 41.3%-41.3pp | 4.7%-4.7pp |
| Annual return | 3.70% | -0.69%+4.4pp | 83.75%-80.0pp | -0.69%+4.4pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $41,592-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $77-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $678-100.0% | $124-100.0% |