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 CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $237,742 |
KUTAK ROCK LLP4+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $128,782 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS Service code 21 · EIN 39-1186267 | Bank Trustee | $62,749 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 26 · EIN 36-3109431 | Advisory (Participants) | $44,111 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $12,691 |
WIPFLI LLP4+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $10,250 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,244-100.0% | $192,455-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 27.6%-27.6pp | 2.8%-2.8pp |
| Annual return | 2.77% | 16.32%-13.6pp | 50.81%-48.0pp | 16.32%-13.6pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $42,739-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $90-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,268-100.0% | $127-100.0% |