Filed March 29, 1
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 CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $588,387 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $515,558 |
MINNESOTA LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $456,396 |
HGGC FUND III, LP2 years Service code 27 · EIN 98-1319219 | Advisory (Plan) | $177,870 |
Service code 11 · EIN 42-0127290 | Actuarial | $120,224 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: BISON CAP PARTNERS IV LP Service code 27 · EIN 32-0364034 | Advisory (Plan) | $87,815 |
PA CO-INVESTMENT FUND III1 year Service code 27 · EIN 98-1328400 | Advisory (Plan) | $64,393 |
LS POWER FUND III FEEDER 3 LP1 year Service code 27 · EIN 46-3442183 | Advisory (Plan) | $47,072 |
AXIOM ASIA PRIV CAP III LP2 years Service code 27 · EIN 98-1044657 | Advisory (Plan) | $31,020 |
SPC PARTNERS VI LP1 year Service code 49 · EIN 81-3099501 | Other Services | $28,738 |
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.
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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 10.40% | 8.48%+1.9pp | 37.43%-27.0pp | 9.22%+1.2pp |
| Employer contribution / active EE | $0 | $8,226-100.0% | $38,058-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |