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 CONSULTING2+ years Filed as: AON HEWITT LLC Service code 11 · EIN 36-2235791 | Actuarial | $578,599 |
BLACKROCK2+ years Filed as: BLACKROCK FUNDS III Service code 21 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $60,454 |
MORGAN LEWIS2+ years Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $52,088 |
Service code 13 · EIN 13-5570651 | Contract Administrator | $18,258 |
PIMCO FUNDS1 year Service code 28 PO BOX 219024 · KANSAS CITY, MO 641219024 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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.
Employer contribution per participant 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.39% | 5.13%+2.3pp | 4.74%+2.7pp | 7.18%+0.2pp |
| Employer contribution / active EE | $2,246 | $14,689-84.7% | $36,089-93.8% | $13,095-82.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |