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 CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $217,163 |
DEGANN CONSULTING, LLC6+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $82,600 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 27-2436452 | Advisory (Plan) | $82,542 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $44,533 |
WITHUMSMITH+BROWN, PC6+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $13,650 |
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.
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 11.42% | 10.60%+0.8pp | -2.84%+14.3pp | 627.08%-615.7pp |
| Employer contribution / active EE | $19,579 | $19,729-0.8% | $33,329-41.3% | $18,824+4.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |