Filed February 7, 2011 (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 |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 25 · EIN 91-1116938 | Directed Trustee | $480,590 |
AON CONSULTING2+ years Filed as: AON HEWITT GROUP TRUST Service code 17 · EIN 27-2436452 | Pension Consulting | $98,662 |
BAKER & HOSTETLER LLP2+ years Filed as: BAKER & HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $85,883 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $64,408 |
HIGHLAND CONSULTING ASSOCIATES2+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $30,146 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $28,605 |
XEROX CORPORATION1 year Service code 15 · EIN 16-0468020 | Recordkeeping | $15,000 |
CERIDIAN2+ years Filed as: CERIDIAN CORPORATION Service code 15 · EIN 41-1981625 | Recordkeeping | $12,119 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 5.98% | 5.61%+0.4pp | 3.99%+2.0pp | 11.88%-5.9pp |
| Employer contribution / active EE | $32,547 | $20,606+57.9% | $38,279-15.0% | $14,612+122.7% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |