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 | $204,134 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $63,268 |
GRANT THORNTON LLP9 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $57,240 |
LOGOS PENSION GROUP INC.4 years Filed as: LOGOS PENSION GROUP Service code 15 · EIN 83-1892385 | Recordkeeping | $46,186 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $22,134 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 13 · EIN 94-2856521 | Contract Administrator | $8,120 |
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 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 3.79% | 8.98%-5.2pp | 52.39%-48.6pp | 9.82%-6.0pp |
| Employer contribution / active EE | $43,243 | $17,759+143.5% | $23,486+84.1% | $13,587+218.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |