Filed May 29, 2008 (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 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 |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $27,432 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 18 · EIN 27-2436452 | Investment management; Account mainte... | $16,680 |
DEGANN CONSULTING, LLC4+ years Service code 11 57 EAST 74TH ST · NEW YORK, NY 10021 | Actuarial | $14,450 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Float revenue; Custodial (other than ... | $7,334 |
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.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -6.66% | -2.83%-3.8pp | 12.68%-19.3pp | 10.56%-17.2pp |
| Employer contribution / active EE | $79,742 | $11,770+577.5% | $22,860+248.8% | $13,643+484.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |