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 LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $96,231 |
EVRAZ INC NA1 year Filed as: EVRAZ INC. N.A. Service code 15 · EIN 94-0506370 | Recordkeeping | $91,347 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $81,347 |
Filed as: FIFTH THIRD BANK Service code 27 · EIN 31-0854434 | Advisory (Plan) | $64,344 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 20-3640590 | Advisory (Plan) | $54,760 |
LANER MUCHIN6 years Filed as: LANER MUCHIN LTD Service code 27 · EIN 36-3088463 | Advisory (Plan) | $42,860 |
CITIBANK2 years Filed as: CITIBANK NA Service code 14 · EIN 13-5266470 | Plan Administrator | $32,855 |
Service code 27 · EIN 20-8058531 | Advisory (Plan) | $16,042 |
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 9.53% | 8.91%+0.6pp | 7.32%+2.2pp | 11.84%-2.3pp |
| Employer contribution / active EE | $8,333 | $8,713-4.4% | $23,426-64.4% | $17,339-51.9% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |