Filed January 31, 2012 (most recent of 3 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $2,665,303 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT Service code 50 · EIN 82-1061233 | Direct Payment | $265,624 |
AON CONSULTING4 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $75,542 |
BELLWETHER CONSULTING LLC10+ years Filed as: BELLWETHER Service code 27 · EIN 23-3784192 | Advisory (Plan) | $25,118 |
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 2.34% | 11.94%-9.6pp | 6.78%-4.4pp | 8.76%-6.4pp |
| Employer contribution / active EE | $11,940 | $15,564-23.3% | $25,154-52.5% | $16,627-28.2% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |