Filed December 14, 2011
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 year Service code 11 · EIN 22-2232264 | Actuarial | $110,007 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $90,819 |
Service code 20 · EIN 20-4668348 | Investment management; Investment man... | $49,279 |
Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,250 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $13,129 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS LLP Service code 29 · EIN 73-1388566 | Legal | $7,596 |
FURBUSH-ROBERTS PRINTING1 year Service code 49 · EIN 01-0203016 | Other Services | $5,761 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.76% | 79.68%-66.9pp | 16.78%-4.0pp | 23.90%-11.1pp |
| Employer contribution / active EE | $12,559 | $21,735-42.2% | $26,328-52.3% | $16,539-24.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |