Filed January 16, 2015 (most recent of 2 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 9-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 CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $47,456 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $25,270 |
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 | $733,756-100.0% | $733,756-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.1%-3.1pp | 43.0%-43.0pp |
| Annual return | 11.71% | -3.91%+15.6pp | 8.35%+3.4pp | 259.13%-247.4pp |
| Employer contribution / active EE | $0 | $32,936-100.0% | $27,010-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $165-100.0% | $180-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,421-100.0% | $19,421-100.0% | $21,546-100.0% |