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 |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $181,309 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,650 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $84,357 |
Filed as: CONDUENT HR CONSULTING Service code 13 · EIN 81-2983623 | Contract Administrator | $25,087 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $23,317 |
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 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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -5.88% | 7.01%-12.9pp | 12.68%-18.6pp | 0.19%-6.1pp |
| Employer contribution / active EE | $30,398 | $12,638+140.5% | $22,860+33.0% | $13,763+120.9% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |