Filed December 30, 2014
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 CONSULTING7 years Service code 13 · EIN 22-2232264 | Contract Administrator | $237,361 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $71,262 |
STATE STREET GLOBAL ADVISORS5 years Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $49,071 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES AND BOONE Service code 29 2801 N. HARWOOD STREET SUITE 2300 · DALLAS, TX 75201 | Legal | $14,562 |
ALIGHT SOLUTIONS LLC8 years Service code 14 · EIN 82-1061233 | Plan Administrator | $6,169 |
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.
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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.75% | 11.94%-12.7pp | 6.78%-7.5pp | 8.76%-9.5pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,154-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |