Filed August 27, 2009
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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 14 · EIN 22-2232264 | Plan Administrator | $1,065,523 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 28 · EIN 27-2436452 | Investment Management | $1,050,636 |
AON CONSULTING10+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $592,722 |
FID INV INST OPS CO10+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $140,613 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $74,897 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $40,541 |
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.
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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 3.53% | 8.76%-5.2pp | 7.18%-3.7pp | 8.76%-5.2pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $35,855-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $162-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |