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 Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $195,030 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $75,250 |
DEGANN CONSULTING, LLC8+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $68,800 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $29,687 |
WITHUMSMITH+BROWN, PC8+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $13,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -19.88% | -15.55%-4.3pp | -5.16%-14.7pp | 39.77%-59.7pp |
| Employer contribution / active EE | $6,873 | $14,317-52.0% | $31,020-77.8% | $19,959-65.6% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |