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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 P.O. BOX 95135 · CHICAGO, IL 606945135 | Actuarial | $167,685 |
VAN IWAARDEN ASSOCIATES1+ years Service code 11 · EIN 41-1894458 | Actuarial | $32,410 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 25 · EIN 41-1592157 | Directed Trustee | $26,814 |
BRENTWOOD ASSET ADVISORS1+ years Filed as: BRENTWOOD ASSET ADVISORS, INC Service code 22 1221 1ST STREET, 11A · JACKSONVILLE BEACH, FL 32250 | Insurance Broker | $25,000 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $8,413 |
AON CONSULTING1+ years Filed as: AON HEWITT GROUP TRUST Service code 51 · EIN 27-2436452 | Investment Mgmt Fees | $0 |
AON CONSULTING1+ years Filed as: AON HEWITT TRUST GROUP Service code 51 | Investment Mgmt Fees | $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 4.29% | 4.08%+0.2pp | 3.97%+0.3pp | 11.88%-7.6pp |
| Employer contribution / active EE | $79,476 | $19,692+303.6% | $28,168+182.2% | $14,612+443.9% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |