Filed September 22, 2000
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $466,251 |
IVINS, PHILLIPS & BARKER4 years Service code 29 1700 PENNSYLVANIA AVEUE · WASHINGTON, DC 20006 | Legal | $36,655 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WATSON Service code 28 · EIN 98-1261616 | Investment Management | $35,210 |
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1520346 | Recordkeeping | $17,799 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 17 · EIN 82-1061233 | Pension Consulting | $5,550 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,703,652-100.0% | $2,703,652-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | -86.01% | 3.21%-89.2pp | 6.73%-92.7pp | 24.42%-110.4pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,079-100.0% | - | $22,079-100.0% |