Filed May 18, 2005 (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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $2,736,491 |
Service code 28 · EIN 75-2403190 | Investment Management | $898,747 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 20-8058531 | Investment Management | $890,264 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $751,885 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $683,774 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $481,388 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $220,000 |
MOORE & VAN ALLEN PLLC1+ years Filed as: MOORE & VAN ALLEN Service code 29 · EIN 56-0559307 | Legal | $124,177 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $36,500 |
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.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -3.16% | -1.23%-1.9pp | -3.43%+0.3pp | 1.67%-4.8pp |
| Employer contribution / active EE | $13,680 | $11,541+18.5% | $25,607-46.6% | $10,506+30.2% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |