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 BARNEY9+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $1,834,558 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT Service code 50 · EIN 82-1061233 | Direct Payment | $400,689 |
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $70,550 |
BELLWETHER CONSULTING LLC9+ years Filed as: BELLWETHER Service code 27 · EIN 23-3784192 | Advisory (Plan) | $33,463 |
UNITED FORMS FINISHING2 years Filed as: UNITED FORM FINISHING Service code 36 · EIN 22-2378813 | Copying and duplicating; Other services | $5,751 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 6.88% | 20.09%-13.2pp | 15.31%-8.4pp | 37.74%-30.9pp |
| Employer contribution / active EE | $10,870 | $15,382-29.3% | $28,686-62.1% | $15,781-31.1% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |