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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $250,064 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 12 · EIN 36-3109431 | Recordkeeping and information managem... | $237,255 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $93,012 |
ANALYTIC INVESTORS, LLC2 years Service code 28 · EIN 95-2665790 | Investment Management | $21,695 |
Service code 28 ONE EXCHANGE PLACE-SIXTH FLOOR · WATERBURY, CT 06702 | Investment Management | $10,527 |
ALIGHT SOLUTIONS LLC1 year Service code 12 · EIN 82-1061233 | Consulting (pension); Contract Admini... | $6,476 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 13.43% | 35.86%-22.4pp | 10.53%+2.9pp | 17.84%-4.4pp |
| Employer contribution / active EE | $30,180 | $23,588+27.9% | $29,360+2.8% | $14,688+105.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |