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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,297,983 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,175,012 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $136,509 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $80,010 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,393 | $138,331-10.1% | $86,677+43.5% | $89,394+39.2% |
| Participation rate | 90.6% | 88.9%+1.7pp | 76.6%+14.0pp | 71.3%+19.3pp |
| Annual return | -14.96% | -11.72%-3.2pp | 35.91%-50.9pp | -11.89%-3.1pp |
| Employer contribution / active EE | $5,130 | $4,812+6.6% | $2,836+80.8% | $3,022+69.8% |
| Participant deferral / active EE | $5,746 | $8,027-28.4% | $4,656+23.4% | $5,123+12.2% |
| Admin fee / account holder | $70 | $64+9.5% | $7,493-99.1% | $79-11.6% |