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 BARNEY5+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $1,300,350 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT Service code 50 · EIN 82-1061233 | Direct Payment | $429,818 |
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $68,458 |
BELLWETHER CONSULTING LLC5+ years Filed as: BELLWETHER Service code 27 · EIN 23-3784192 | Advisory (Plan) | $28,805 |
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.41% | 53.17%-34.8pp | 18.06%+0.3pp | 21.83%-3.4pp |
| Employer contribution / active EE | $10,837 | $14,715-26.4% | $30,411-64.4% | $12,237-11.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |