Filed October 16, 1995 (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 |
|---|---|---|
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $50,245 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 28 43 MAIN STREET S.E. · MINNEAPOLIS, MN 55414 | Investment Management | $41,875 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Claims processing; Direct payment fro... | $14,635 |
Filed as: MIDWEST PENSION & PROFIT SHARING Service code 28 121 S. 8TH STREET #630 · MINNEAPOLIS, MN 55402 | Investment Management | $10,980 |
RSM US LLP3+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $9,060 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 | Direct payment from the plan; Claims ... | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 12.64% | 11.68%+1.0pp | 12.88%-0.2pp | 13.95%-1.3pp |
| Employer contribution / active EE | $1,640 | $10,817-84.8% | $40,010-95.9% | $16,598-90.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |