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 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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $122,791 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $92,598 |
LEGAL & GENERAL INVESTMENT4 years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $75,774 |
Filed as: FIFTH THIRD BANK Service code 27 · EIN 31-0854434 | Advisory (Plan) | $54,509 |
MERCER4 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 20-3640590 | Advisory (Plan) | $48,546 |
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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 1.17% | 9.45%-8.3pp | 5.17%-4.0pp | 7.65%-6.5pp |
| Employer contribution / active EE | $8,145 | $14,895-45.3% | $26,422-69.2% | $20,599-60.5% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |