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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $121,002 |
EVRAZ INC NA1 year Filed as: EVRAZ INC. N.A. Service code 15 · EIN 94-0506370 | Recordkeeping | $91,346 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $75,797 |
Filed as: FIFTH THIRD BANK Service code 27 · EIN 31-0854434 | Advisory (Plan) | $64,727 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 20-3640590 | Advisory (Plan) | $54,761 |
CITIBANK2 years Filed as: CITIBANK NA Service code 28 · EIN 13-5266470 | Investment Management | $33,514 |
LANER MUCHIN5 years Filed as: LANER MUCHIN LTD Service code 27 · EIN 36-3088463 | Advisory (Plan) | $18,660 |
Service code 29 · EIN 20-8058531 | Legal | $16,310 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 8.85% | 8.91%-0.1pp | 7.32%+1.5pp | 13.24%-4.4pp |
| Employer contribution / active EE | $1,386 | $13,306-89.6% | $23,426-94.1% | $14,616-90.5% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |