Filed May 31, 1995
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,302,404 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $439,640 |
ELI LILLY AND COMPANY10+ years Service code 13 · EIN 35-0470950 | Contract Administrator | $141,748 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $80,480 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $30,125 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $6,951 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | 4.70% | 8.85%-4.1pp | 6.78%-2.1pp | 8.85%-4.1pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $25,154-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |