Filed October 22, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 3550 LENOX RD SUITE 1700 · ATLANTA, GA 30326 | Actuarial | $352,900 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $108,000 |
US BANK1 year Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $74,805 |
DICKINSON WRIGHT PLLC2+ years Service code 29 500 WOODWARD AVE · DETROIT, MI 48226 | Legal | $71,041 |
CROWE LLP2+ years Service code 10 · EIN 35-0921680 | Accounting | $32,025 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | -0.75% | 7.25%-8.0pp | 5.16%-5.9pp | 8.21%-9.0pp |
| Employer contribution / active EE | $0 | $13,308-100.0% | $26,442-100.0% | $13,842-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |