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 CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $45,570 |
ATESSA BENEFITS5+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $32,427 |
US BANK5+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 31-0841368 | Bank Trustee | $29,572 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $20,000 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $6,076 |
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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 11.56% | 13.59%-2.0pp | 12.90%-1.3pp | 13.59%-2.0pp |
| Employer contribution / active EE | $15,269 | $14,592+4.6% | $53,929-71.7% | $14,592+4.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $78-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |