Filed April 28, 1998
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 8-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 CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $73,044 |
ERNST & YOUNG LLP1 year Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $38,750 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING DBA ALIGHT SOLUTIONS Service code 13 · EIN 82-1061233 | Contract Administrator | $16,822 |
Filed as: SHEPHERD FINC INV ADVISORY, LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $10,000 |
NORTHERN TRUST COMPANY1 year Service code 15 · EIN 35-1561860 | Recordkeeping | $5,058 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $1,539 |
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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 8.90% | 6915.14%-6906.2pp | 380.66%-371.8pp | 627.08%-618.2pp |
| Employer contribution / active EE | $6,953 | $39,618-82.4% | $45,083-84.6% | $18,824-63.1% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |