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 BARNEY6+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $2,195,335 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT Service code 50 · EIN 82-1061233 | Direct Payment | $315,393 |
AON CONSULTING1 year Filed as: AON HEWTITT Service code 11 · EIN 36-2235791 | Actuarial | $53,673 |
BELLWETHER CONSULTING LLC6+ years Filed as: BELLWETHER Service code 27 · EIN 23-3784192 | Advisory (Plan) | $29,280 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 16.76% | 16.36%+0.4pp | 793.01%-776.2pp | 11.45%+5.3pp |
| Employer contribution / active EE | $5,690 | $15,595-63.5% | $27,004-78.9% | $17,219-67.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |