Filed February 25, 2014 (most recent of 4 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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $812,261 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $115,318 |
BLACKROCK9 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $13,112 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $373 |
TRUE NORTH MANAGEMENT GROUP, LLC10+ years Service code 27 · EIN 27-0087074 | Advisory (Plan) | $0 |
USRA10+ years Service code 52 · EIN 47-1438665 | Indirect Investment Fees | $0 |
Filed as: WESTERN ASSET Service code 28 | Investment Management | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | -2.50% | 8.85%-11.3pp | 9.84%-12.3pp | 8.85%-11.3pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $30,320-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |