Filed January 7, 2005 (most recent of 2 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 |
|---|---|---|
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $14,332 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,767 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $6,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,099 | $112,315-50.1% | $81,367-31.1% | $55,191+1.6% |
| Participation rate | 99.1% | 88.0%+11.0pp | 82.3%+16.8pp | 69.2%+29.9pp |
| Annual return | -1.11% | 0.62%-1.7pp | -0.92%-0.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $5,445 | $4,239+28.4% | $3,930+38.6% | $1,899+186.8% |
| Participant deferral / active EE | $0 | $6,435-100.0% | $5,383-100.0% | $3,046-100.0% |
| Admin fee / account holder | $40 | $83-52.1% | $8,926-99.6% | $91-56.0% |