Filed December 30, 2010 (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 6-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 CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $51,909 |
MERCER4 years Service code 27 · EIN 20-3640590 | Advisory (Plan) | $33,538 |
OCTOBER THREE CONSULTING LLC5 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $29,419 |
Filed as: FIFTH THIRD BANK Service code 27 · EIN 31-0854434 | Advisory (Plan) | $8,280 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 27 71 S. WACKER DR, STE 800 · CHICAGO, IL 60606 | Advisory (Plan) | $6,758 |
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 | $943,036-100.0% | $943,036-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 44.0%-44.0pp |
| Annual return | 6.28% | 4.96%+1.3pp | 5.62%+0.7pp | 13.05%-6.8pp |
| Employer contribution / active EE | $0 | $47,340-100.0% | $37,825-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |