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 BARNEY3+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $1,353,013 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $791,076 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 50 · EIN 82-1061233 | Direct Payment | $39,998 |
BELLWETHER CONSULTING LLC3+ years Filed as: BELLWETHER Service code 27 · EIN 23-3784192 | Advisory (Plan) | $38,594 |
UNITED FORMS FINISHING1 year Service code 36 · EIN 22-2378813 | Direct payment from the plan; Copying... | $8,751 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 13.49% | 35.86%-22.4pp | 10.53%+3.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $7,647 | $23,588-67.6% | $29,360-74.0% | $14,688-47.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |