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.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $72,207 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG US LLP Service code 10 5 TIMES SQUARE · NEW YORK, NY 100366530 | Accounting | $26,030 |
AON CONSULTING1 year Service code 10 · EIN 22-2232264 | Accounting | $20,659 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $11,128 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 12 · EIN 36-3109431 | Recordkeeping and information managem... | $8,860 |
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.
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 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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 15.38% | 3.14%+12.2pp | 10.53%+4.9pp | 10.21%+5.2pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |