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 CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $90,365 |
KUTAK ROCK LLP5+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $38,172 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 26 · EIN 36-3109431 | Advisory (Participants) | $27,000 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $0 |
WIPFLI LLP5+ years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $0 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS Service code 21 · EIN 39-1186267 | Bank Trustee | -$8,331 |
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.
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 | $229,060-100.0% | $229,060-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 27.3%-27.3pp | 43.0%-43.0pp |
| Annual return | 11.05% | 7.44%+3.6pp | 7.48%+3.6pp | 259.13%-248.1pp |
| Employer contribution / active EE | $0 | $44,612-100.0% | $39,603-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $172-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,197-100.0% | $1,197-100.0% | $21,546-100.0% |