Filed September 5, 1997
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 CONSULTING9 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $793,194 |
MERCER11+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 30-0282430 | Investment Management | $320,951 |
US BANK7 years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 21 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $60,164 |
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.
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 0.46% | 7.09%-6.6pp | 64.50%-64.0pp | 10.77%-10.3pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $23,990-100.0% | $15,292-100.0% |
| Participant deferral / active EE | $0 | $780-100.0% | $287-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |