Filed February 7, 2008
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 8-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 23-1159360 | Actuarial | $1,375,000 |
TEMPO HOLDING COMPANY, LLC5 years Service code 50 · EIN 82-1061233 | Direct Payment | $1,286,000 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $103,000 |
CROWE LLP5 years Service code 50 · EIN 35-0921680 | Direct Payment | $63,000 |
SEYFARTH SHAW LLP5 years Service code 50 · EIN 36-2152202 | Direct Payment | $43,000 |
RIVER AND MERCANTILE LLC1 year Service code 16 130 TURNER ST BUILDING 3 · WALTHAM, MA 02453 | Consulting | $18,000 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $14,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $827,797-100.0% | $788,447-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -77.79% | -4.32%-73.5pp | -3.21%-74.6pp | -14.65%-63.1pp |
| Employer contribution / active EE | $0 | $53,375-100.0% | $46,019-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,631-100.0% |