Filed November 9, 2005
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 CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $51,645 |
US BANK3+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 31-0841368 | Bank Trustee | $29,703 |
ATESSA BENEFITS3+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $25,997 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $20,989 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $6,099 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $1,637,423-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 5.3%-5.3pp | 11.3%-11.3pp |
| Annual return | 8.47% | 10.41%-1.9pp | 15.63%-7.2pp | 10.41%-1.9pp |
| Employer contribution / active EE | $25,175 | $14,691+71.4% | $56,677-55.6% | $14,691+71.4% |
| Participant deferral / active EE | $0 | $58-100.0% | $93-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $0 | $2,646-100.0% |