Filed April 29, 2009 (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 9-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 BANK7+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $81,914 |
Filed as: LOCKTON RETIREMENT SERVICES Service code 28 · EIN 90-0007886 | Investment Management | $56,968 |
Service code 11 · EIN 53-0181291 | Actuarial | $44,693 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 15 · EIN 45-4303723 | Recordkeeping | $31,442 |
REILLY, PENNER & BENTON LLP6 years Service code 10 · EIN 39-0747409 | Accounting | $21,075 |
Service code 29 · EIN 31-0541755 | Legal | $9,631 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -16.32% | 1712.70%-1729.0pp | 179.55%-195.9pp | 39.77%-56.1pp |
| Employer contribution / active EE | $0 | $36,508-100.0% | $24,917-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |