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 CONSULTING7+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $74,197 |
US BANK7+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 31-0841368 | Bank Trustee | $33,197 |
ATESSA BENEFITS7+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $23,595 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $22,128 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 22 · EIN 06-6033492 | Insurance Broker | $5,876 |
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.
Employer contribution per participant 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 | $2,286,405-100.0% | $2,286,405-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | 4.18% | 0.51%+3.7pp | 4.92%-0.7pp | 9.30%-5.1pp |
| Employer contribution / active EE | $19,571 | $61,097-68.0% | $39,114-50.0% | $43,742-55.3% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |