Filed December 15, 2006 (most recent of 5 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 Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $145,965 |
BOLTON PARTNERS, INC.1+ years Service code 11 · EIN 52-1231144 | Actuarial | $88,537 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 27 · EIN 20-1003862 | Advisory (Plan) | $87,530 |
WITHUMSMITH+BROWN, PC1+ years Filed as: ALEX BROWN Service code 27 · EIN 52-1319768 | Advisory (Plan) | $65,221 |
PNC BANK, N.A.1+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $38,939 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $10,300 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 3.70% | 5.09%-1.4pp | 5.00%-1.3pp | 7.18%-3.5pp |
| Employer contribution / active EE | $38,416 | $7,393+419.6% | $35,918+7.0% | $13,095+193.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |