Filed August 2, 2012
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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $847,550 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 49 · EIN 27-2436452 | Other Services | $223,570 |
NORTHERN TRUST COMPANY1 year Service code 20 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $174,060 |
K&L GATES5+ years Filed as: K & L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $12,739 |
A.C. EVANS LLC5+ years Filed as: AC EVANS LLC Service code 10 · EIN 65-0654331 | Accounting | $11,300 |
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 17.74% | 36.82%-19.1pp | 18.06%-0.3pp | 53.27%-35.5pp |
| Employer contribution / active EE | $11,294 | $13,338-15.3% | $30,411-62.9% | $14,774-23.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |