Filed April 26, 2002 (most recent of 8 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 CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $435,934 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $359,362 |
ALBOURNE AMERICA LLC10+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $206,210 |
RUBINBROWN LLP9 years Service code 10 · EIN 43-0765316 | Accounting | $33,006 |
CALLAN LLC6 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $19,805 |
EVESTMENT ALLIANCE LLC5 years Filed as: EVESTMENT Service code 49 · EIN 90-0905513 | Other Services | $15,937 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 337 S 7TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $15,610 |
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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 4.93% | 9.30%-4.4pp | 8.58%-3.6pp | 9.30%-4.4pp |
| Employer contribution / active EE | $22,889 | $12,557+82.3% | $33,018-30.7% | $12,557+82.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |