Filed December 19, 2002 (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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON HEWITT CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $1,404,000 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $1,157,000 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $618,000 |
BAKERHOSTETLER2 years Service code 29 · EIN 34-0082025 | Legal | $160,000 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $74,000 |
ATESSA BENEFITS1 year Service code 16 · EIN 47-4435064 | Consulting | $14,000 |
Q&F BENEFIT ADMINISTRATION6+ years Service code 13 · EIN 16-1302807 | Contract Administrator | $12,000 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 1.78% | 15.63%-13.9pp | 8.28%-6.5pp | 15.63%-13.9pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $40,747-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |