Filed January 1, 2012 (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 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 10-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 CONSULTING4 years Filed as: AON HEWITT INVESTMENT CO. Service code 16 · EIN 36-3109431 | Consulting | $227,459 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,987 |
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $69,359 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $22,004 |
LEGAL & GENERAL INVESTMENT4 years Service code 28 · EIN 20-8058531 | Investment Management | $18,742 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $12,500 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SAW LLP Service code 28 · EIN 36-2152202 | Investment Management | $9,901 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -28.58% | -14.45%-14.1pp | -38.85%+10.3pp | 39.77%-68.4pp |
| Employer contribution / active EE | $12,000 | $14,058-14.6% | $37,752-68.2% | $19,959-39.9% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |