Filed March 16, 2000
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 3-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 CONSULTING3+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $252,466 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 98-1090818 | Advisory (Plan) | $206,599 |
REGIONS BANK3+ years Service code 21 · EIN 59-2848700 | Bank Trustee | $110,463 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $17,466 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | -0.79% | 8.50%-9.3pp | 9.84%-10.6pp | 8.76%-9.5pp |
| Employer contribution / active EE | $7,526 | $11,009-31.6% | $30,320-75.2% | $16,627-54.7% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |