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 CONSULTING4+ years Filed as: AON HEWITT LLC Service code 11 · EIN 36-2235791 | Actuarial | $419,246 |
Filed as: TOWERS WATSON Service code 28 · EIN 98-0352587 | Investment Management | $79,322 |
BLACKROCK4+ years Filed as: BLACKROCK FUNDS III Service code 21 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Bank Trustee | $66,039 |
KPMG LLP2 years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $47,630 |
CLEARWATER ANALYTICS1 year Filed as: CLEARWATER Service code 28 · EIN 42-1658172 | Investment Management | $31,192 |
MORGAN LEWIS4+ years Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $24,727 |
Service code 13 · EIN 13-5570651 | Contract Administrator | $21,614 |
BLACKROCK1 year Service code 28 · EIN 32-0174431 | Investment Management | $0 |
IR&M1 year Service code 28 · EIN 04-2955404 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 95-2632339 | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.92% | -1.12%-4.8pp | -2.18%-3.7pp | 0.19%-6.1pp |
| Employer contribution / active EE | $1,687 | $12,052-86.0% | $38,751-95.6% | $13,763-87.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |