Filed October 5, 2001
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 7-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $1,657,508 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $500,000 |
AON CONSULTING6 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $250,787 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $66,000 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 51 | Investment Mgmt Fees | $13,438 |
BRYAN CAVE LLP7+ years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $8,080 |
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.
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 | $36,224-100.0% | $440,923-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 40.0%-40.0pp | 2.1%-2.1pp |
| Annual return | 9.74% | 9.14%+0.6pp | 8.94%+0.8pp | 9.14%+0.6pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $36,999-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $1-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,072-100.0% | $200-100.0% |