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 | $169,401 |
DEGANN CONSULTING, LLC4+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $61,316 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 18 · EIN 27-2436452 | Trustee (bank, trust company, or simi... | $56,372 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $24,710 |
WITHUMSMITH+BROWN, PC4+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $13,500 |
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -7.50% | -2.68%-4.8pp | 12.68%-20.2pp | -0.69%-6.8pp |
| Employer contribution / active EE | $15,271 | $18,045-15.4% | $22,860-33.2% | $16,786-9.0% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |