Filed February 10, 2000
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 with Solo.
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See the 8-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $214,760 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
IVINS, PHILLIPS & BARKER6 years Filed as: IVINS, PHILLIPS & BAKER Service code 29 1700 PENNSYLVANIA AVENUE · WASHINGTON, DC 20006 | Legal | $15,841 |
WELLS FARGO BANK, N.A.1 year Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $5,461 |
ALIGHT SOLUTIONS LLC1 year Service code 17 · EIN 82-1061233 | Pension Consulting | $3,300 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 9.26% | 10.11%-0.8pp | 10.75%-1.5pp | 11.84%-2.6pp |
| Employer contribution / active EE | $0 | $14,976-100.0% | $35,162-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |