Filed June 8, 2009 (most recent of 2 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 CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $659,088 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 21 · EIN 36-3109431 | Bank Trustee | $426,701 |
THE BANK OF NEW YORK MELLON8 years Service code 18 · EIN 13-5160382 | Float revenue; Direct payment from th... | $67,284 |
STATE STREET GLOBAL ADVISORS8 years Service code 28 · EIN 81-4017137 | Investment Management | $10,856 |
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.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.07% | 11.94%-12.0pp | 6.78%-6.9pp | 8.76%-8.8pp |
| Employer contribution / active EE | $12,539 | $15,564-19.4% | $25,154-50.1% | $16,627-24.6% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |