Filed June 7, 2014 (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. $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 5-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 |
|---|---|---|
US BANK2 years Filed as: US BANK, N.A Service code 21 · EIN 31-0841368 | Bank Trustee | $402,108 |
Service code 11 · EIN 81-5205719 | Actuarial | $61,893 |
Service code 11 · EIN 94-3253397 | Actuarial | $15,079 |
Filed as: UBS SECURITIES LLC Service code 33 · EIN 13-3873456 | Securities brokerage | $7,241 |
US BANK3+ years Filed as: US BANK, N.A. Service code 21 | Bank Trustee | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11.77% | 79.68%-67.9pp | 16.78%-5.0pp | 23.90%-12.1pp |
| Employer contribution / active EE | $8,831 | $21,735-59.4% | $26,328-66.5% | $16,539-46.6% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |