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 BARNEY4+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $1,368,366 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT Service code 50 · EIN 82-1061233 | Direct Payment | $400,788 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $55,698 |
BELLWETHER CONSULTING LLC4+ years Filed as: BELLWETHER Service code 27 · EIN 23-3784192 | Advisory (Plan) | $29,336 |
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 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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -6.66% | 39.99%-46.6pp | 4.36%-11.0pp | 33.37%-40.0pp |
| Employer contribution / active EE | $7,220 | $11,066-34.8% | $27,383-73.6% | $11,253-35.8% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |