Filed October 19, 2004 (most recent of 2 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 CONSULTING4 years Filed as: AON & ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $1,656,395 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $336,713 |
LOGOS PENSION GROUP INC.1 year Filed as: LOGOS PENSIONS GROUP INC. Service code 15 · EIN 83-1892385 | Recordkeeping | $30,897 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $28,563 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $10,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 11.09% | 3.51%+7.6pp | 5.17%+5.9pp | 13.05%-2.0pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |