Filed June 25, 2002
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 Service code 65 · EIN 22-2232264 | Account Maintenance | $680,000 |
Service code 18 · EIN 13-5156038 | Trustee (bank, trust company, or simi... | $158,052 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,000 |
DESIGNATION8 years Service code 65 · EIN 36-2784671 | Account Maintenance | $15,799 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT/TEMPO HOLDING COMPANY Service code 29 · EIN 82-1081233 | Legal | $11,200 |
TRANSACTIS7 years Service code 65 · EIN 26-0036086 | Account Maintenance | $3,900 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 9.96% | 7.97%+2.0pp | 7.70%+2.3pp | 37.74%-27.8pp |
| Employer contribution / active EE | $41,148 | $15,841+159.8% | $28,478+44.5% | $15,781+160.7% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |