Filed December 10, 2005
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 |
|---|---|---|
Filed as: TEMPO HOLDING COMPANY Service code 15 · EIN 82-1061233 | Recordkeeping | $1,918,981 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $195,272 |
NORTHERN TRUST COMPANY6+ years Service code 28 · EIN 36-3190871 | Investment Management | $176,582 |
MOSS ADAMS LLP6+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $65,500 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 21.91% | 13.51%+8.4pp | 7.32%+14.6pp | 13.51%+8.4pp |
| Employer contribution / active EE | $8,878 | $8,170+8.7% | $23,426-62.1% | $8,170+8.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |