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 CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $59,956 |
ATESSA BENEFITS10+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $49,095 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $46,350 |
US BANK10+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 31-0841368 | Bank Trustee | $35,784 |
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.
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 | $3,219,907-100.0% | $3,219,907-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 10.0%-10.0pp | 44.0%-44.0pp |
| Annual return | 5.19% | 0.58%+4.6pp | 3.48%+1.7pp | 13.05%-7.9pp |
| Employer contribution / active EE | $45,455 | $47,956-5.2% | $31,972+42.2% | $37,639+20.8% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |