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 |
|---|---|---|
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $48,346 |
US BANK11+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 31-0841368 | Bank Trustee | $18,257 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 | Actuarial | $17,049 |
ATESSA BENEFITS11+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $13,375 |
JENERATIONAL HOLDINGS1 year Service code 15 · EIN 47-3355049 | Recordkeeping | $9,075 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | -0.80% | 4.45%-5.2pp | 5.19%-6.0pp | 13.91%-14.7pp |
| Employer contribution / active EE | $0 | $45,715-100.0% | $38,911-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |