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 |
|---|---|---|
TEMPO HOLDING COMPANY, LLC2 years Filed as: TEMPO HOLDING COMPANY Service code 15 · EIN 82-1061233 | Recordkeeping | $1,195,330 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $282,552 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-3190871 | Bank Trustee | $73,413 |
MOSS ADAMS LLP7+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $63,500 |
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 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 11.65% | 7.68%+4.0pp | -5.16%+16.8pp | 7.68%+4.0pp |
| Employer contribution / active EE | $9,826 | $9,142+7.5% | $31,020-68.3% | $9,142+7.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |