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, LLC3 years Filed as: TEMPO HOLDING COMPANY Service code 15 · EIN 82-1061233 | Recordkeeping | $1,031,831 |
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $172,022 |
NORTHERN TRUST COMPANY8+ years Service code 10 · EIN 36-3190871 | Accounting | $110,073 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $68,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | -5.56% | 33.11%-38.7pp | 7.70%-13.3pp | 33.11%-38.7pp |
| Employer contribution / active EE | $6,790 | $9,000-24.6% | $28,478-76.2% | $9,000-24.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $49-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |