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 CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $57,645 |
ATESSA BENEFITS4+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $39,672 |
US BANK4+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 31-0841368 | Bank Trustee | $31,171 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $21,528 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $6,214 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $105,125-100.0% | $311,837-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -8.15% | 10.56%-18.7pp | 4677.09%-4685.2pp | 10.56%-18.7pp |
| Employer contribution / active EE | $13,058 | $13,643-4.3% | $49,501-73.6% | $13,643-4.3% |
| Participant deferral / active EE | $0 | $62-100.0% | $312-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | - | $3,354-100.0% |