Filed April 19, 1996
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 Service code 11 · EIN 36-3051915 | Actuarial | $137,387 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $133,322 |
NORTHERN TRUST COMPANY8 years Service code 13 · EIN 36-2723087 | Contract Administrator | $65,018 |
LOOMIS SAYLES10+ years Service code 27 ONE FINANCIAL CENTER - 27TH FLOOR · BOSTON, MA 02111 | Advisory (Plan) | $24,855 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 8.35% | 9.45%-1.1pp | 5.17%+3.2pp | 7.65%+0.7pp |
| Employer contribution / active EE | $22,104 | $14,895+48.4% | $26,422-16.3% | $20,599+7.3% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |