Filed September 3, 2010 (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 CONSULTING2 years Filed as: AON Service code 15 · EIN 22-2232264 | Recordkeeping | $545,871 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $200,000 |
MERCER3 years Filed as: WILLIAM M MERCER Service code 11 · EIN 12-2836954 1051 EAST CARY ST · RICHMOND, VA 23219 | Actuarial | $154,941 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 14.02% | 8.44%+5.6pp | 14.21%-0.2pp | 9.11%+4.9pp |
| Employer contribution / active EE | $119 | $3,337-96.4% | $29,446-99.6% | $12,231-99.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |