Filed April 29, 2013 (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 CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $76,133 |
AON CONSULTING1+ years Filed as: AON HEWITT ENNISKNUPP INC. Service code 20 · EIN 27-2436452 | Trustee (individual); Direct payment ... | $69,864 |
COMMERCE BANK1+ years Filed as: COMMERCE TRUST Service code 19 · EIN 43-1795601 | Securities Custodian | $23,662 |
PICKETT, CHANEY & MCMULLEN LLP1+ years Filed as: PICKETT CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $9,035 |
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.
Annual investment return 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.
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 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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | -1.09% | 5.09%-6.2pp | 4.74%-5.8pp | 7.18%-8.3pp |
| Employer contribution / active EE | $0 | $33,192-100.0% | $46,220-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |