Filed February 25, 2009 (most recent of 6 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 CONSULTING1+ years Filed as: AON HEWITT LLC Service code 11 · EIN 36-2235791 | Actuarial | $405,096 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS III Service code 21 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $51,835 |
MORGAN LEWIS1+ years Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $22,314 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 50 909 THIRD AVENUE, 31ST FLOOR · NEW YORK, NY 10022 | Direct Payment | $8,305 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -2.83% | 0.06%-2.9pp | -0.81%-2.0pp | -0.60%-2.2pp |
| Employer contribution / active EE | $68,978 | $14,206+385.6% | $38,425+79.5% | $12,272+462.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |