Filed August 26, 2009 (most recent of 3 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 |
|---|---|---|
AON CONSULTING10+ years Filed as: AON HEWITT GROUP TRUST Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $210,266 |
AMHERST H. WILDER FOUNDATION9 years Service code 15 · EIN 41-0693889 451 LEXINGTON PARKWAY NORTH · ST. PAUL, MN 55104 | Recordkeeping | $29,063 |
VIA ACTUARIAL SOLUTIONS3 years Service code 11 · EIN 41-1894458 | Actuarial | $28,035 |
CLIFTONLARSONALLEN LLP9 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,425 |
Filed as: PRINCIPAL Service code 25 · EIN 42-1520346 | Directed Trustee | $14,569 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 5.48% | 10.92%-5.4pp | 8.54%-3.1pp | 9.77%-4.3pp |
| Employer contribution / active EE | $31,618 | $19,775+59.9% | $26,203+20.7% | $13,890+127.6% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |