Filed April 30, 2001 (most recent of 4 filings on file)
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 |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,006,412 |
Filed as: FIDELITY INVEST INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $186,096 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $132,275 |
CLARK NUBER6+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $17,500 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $17,319 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $6,300 |
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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 12.87% | 8.57%+4.3pp | 174.94%-162.1pp | 11.45%+1.4pp |
| Employer contribution / active EE | $17,018 | $13,016+30.7% | $38,590-55.9% | $17,219-1.2% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |