Filed August 9, 2011
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 |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 11 · EIN 06-1053228 | Actuarial | $125,295 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $30,049 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,400 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 27 · EIN 04-2755549 | Advisory (Plan) | $5,321 |
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -7.62% | -0.95%-6.7pp | -0.67%-7.0pp | -0.69%-6.9pp |
| Employer contribution / active EE | $9,009 | $18,555-51.4% | $31,731-71.6% | $16,786-46.3% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |